What are the responsibilities and job description for the Budget Analyst III position at Dept of State Health Services?
Budget Analyst III
Under the direction of the Deputy Regional Director, the Budget Analyst III performs highly complex (senior-level) accounting, budget and analysis work. Works under limited supervision, with considerable latitude for the use of initiative and independent judgement. Coordinates budgeting processes, preparation and reporting in alignment with established Health and Human Services policies and procedures. Monitors, reviews, and analyzes budget expenditure patterns and trends to determine potential for reallocation, realignment or adjustments to accomplish programmatic requirements. Conducts accounting tasks such as budget certification forms, transfers, verifying funding codes, and invoice payments. Prepares legislative appropriations requests, fiscal notes and analysis. Assists programmatic staff with budget planning, management, training, and reporting. As fiscal team lead, provides technical assistance, guidance and clarification to staff. Participates and tracks fiscal-related assignments and special initiatives. Performs back-up role for other Public Health Region Budget Analyst and other duties as assigned (i.e., regional cashier, contractor reporting, Voyager reports, switchboard, mailroom, and fleet operations). Member of the Incident Command Structure in response to public health emergencies. Must comply with HHS, DSHS, and Texas Department of Public Safety applicable policies/procedures/standards. Must be able to reliably work Monday-Friday, 8:00 a.m. – 5:00 p.m. Works under limited supervision with considerable latitude for the use of initiative and independent judgment.
Under the direction of the Deputy Regional Director, the Budget Analyst III performs highly complex (senior-level) accounting, budget and analysis work. Works under limited supervision, with considerable latitude for the use of initiative and independent judgement. Coordinates budgeting processes, preparation and reporting in alignment with established Health and Human Services policies and procedures. Monitors, reviews, and analyzes budget expenditure patterns and trends to determine potential for reallocation, realignment or adjustments to accomplish programmatic requirements. Conducts accounting tasks such as budget certification forms, transfers, verifying funding codes, and invoice payments. Prepares legislative appropriations requests, fiscal notes and analysis. Assists programmatic staff with budget planning, management, training, and reporting. As fiscal team lead, provides technical assistance, guidance and clarification to staff. Participates and tracks fiscal-related assignments and special initiatives. Performs back-up role for other Public Health Region Budget Analyst and other duties as assigned (i.e., regional cashier, contractor reporting, Voyager reports, switchboard, mailroom, and fleet operations). Member of the Incident Command Structure in response to public health emergencies. Must comply with HHS, DSHS, and Texas Department of Public Safety applicable policies/procedures/standards. Must be able to reliably work Monday-Friday, 8:00 a.m. – 5:00 p.m. Works under limited supervision with considerable latitude for the use of initiative and independent judgment.
Essential Job Functions:
Attends work on a regular and predictable schedule in accordance with agency leave policy and performs other duties as assigned.
ACCOUNTING: Coordinates budgeting processes, preparation and reporting. Develops regional budget processes in alignment with Health and Human Services fiscal policies and procedures. Utilizes HHS fiscal system to run trial balances and/or accounting details. Monitors, reviews and analyzes budget expenditure patterns and trends to determine potential for reallocation, realignment, or adjustments to accomplish programmatic requirements. Reviews, completes and certifies fund availability for budget certification forms including calculation/processing of offsetting journals, as required, and procurement requests. Processes budget journal to transfer funds needed for payments, travel reimbursements and setting up budget accounts. Processes general ledger changes and change funding sources on vouchers/purchase orders. Provides chartfield elements on various financial documents to ensure appropriate and correct utilization of funds. Verifies funding information for accounts payable and requisitions. Performs duties related to purchasing and fiscal including coding and verifying funds on all purchase requisitions, invoices and vouchers, CBA funding spreadsheets, Procard logs, payments to vendors, research vendor payments and statuses, etc. Processes AT&T and FedEx overnight invoices. Assists with capital requests and tracks approval and expenditures. Prepares, reviews, and processes budget journals and transfers related to both salary and non-salaried revisions. Researches and resolves budget errors. Prepares legislative appropriates requests, fiscal notes, analysis of legislation, requests for federal funding and agency budget instructions. Researches, analyzes, and prepares charts and reports related to internal/external non-routine requests as required. (45%)
PROGRAM BUDGET SUPPORT: Participates in the preparation and development of the annual operating budget process. Provides advice and assistance on budget planning and management, ways to improve utilization of funds, and efficient means to reach program objectives. Compiles financial statistics and reports related to program operations. Works with program staff to ensure funding sources are allocated and budgeted correctly. Assists program staff with task profile setup for the operating budget. Verifies Voyager funding/availability in programmatic budgets. Assist program managers with budget forecasting during the budget negotiation process. Assists program support staff in reconciling budget issues and concerns. Coordinates at least 2-yearly meetings to assess programmatic budget statuses with regional leadership and program managers and support staff. Develops and provides training for program staff on financial policies and procedures. Attends fiscal trainings, meetings and workshops and provides relevant operational information to program staff. Prepares ad hoc programmatic budget reports requested by leadership, programmatic staff, Health and Human Services Commission. (35%)
FISCAL TEAM LEAD: Participates in regional assignments/duties/special initiatives. Provides technical assistance, guidance and clarification to staff. Tracks and monitors fiscal assignment status. Makes recommendations for rewards or disciplinary actions for fiscal staff. Assists with interview and selection; feedback on performance and behavior; and job descriptions for fiscal related positions. Functions as back up for switchboard; loading dock; mailroom; confidential document shredding; fleet operations; key inventory; asset tags; and monthly vehicle reports. Other duties as assigned. (15%)
DISASTER RESPONSE/RECOVERY: Being required to work other than normal business hours in order to respond to public health emergencies. May require an alternate shift pattern assignment and/or location. Actively participates and/or serves in a supporting role to meet the agency’s obligations for disaster response/recovery/Continuity of Operations activation- requires completion of at least Incident Command System 100,200, 700 and 800 courses. Maintains compliance with DSHS Policy, Fleet Operations and Management & Procedures and Standards, and a current valid Texas Driver's License. (5%)
Attends work on a regular and predictable schedule in accordance with agency leave policy and performs other duties as assigned.
ACCOUNTING: Coordinates budgeting processes, preparation and reporting. Develops regional budget processes in alignment with Health and Human Services fiscal policies and procedures. Utilizes HHS fiscal system to run trial balances and/or accounting details. Monitors, reviews and analyzes budget expenditure patterns and trends to determine potential for reallocation, realignment, or adjustments to accomplish programmatic requirements. Reviews, completes and certifies fund availability for budget certification forms including calculation/processing of offsetting journals, as required, and procurement requests. Processes budget journal to transfer funds needed for payments, travel reimbursements and setting up budget accounts. Processes general ledger changes and change funding sources on vouchers/purchase orders. Provides chartfield elements on various financial documents to ensure appropriate and correct utilization of funds. Verifies funding information for accounts payable and requisitions. Performs duties related to purchasing and fiscal including coding and verifying funds on all purchase requisitions, invoices and vouchers, CBA funding spreadsheets, Procard logs, payments to vendors, research vendor payments and statuses, etc. Processes AT&T and FedEx overnight invoices. Assists with capital requests and tracks approval and expenditures. Prepares, reviews, and processes budget journals and transfers related to both salary and non-salaried revisions. Researches and resolves budget errors. Prepares legislative appropriates requests, fiscal notes, analysis of legislation, requests for federal funding and agency budget instructions. Researches, analyzes, and prepares charts and reports related to internal/external non-routine requests as required. (45%)
PROGRAM BUDGET SUPPORT: Participates in the preparation and development of the annual operating budget process. Provides advice and assistance on budget planning and management, ways to improve utilization of funds, and efficient means to reach program objectives. Compiles financial statistics and reports related to program operations. Works with program staff to ensure funding sources are allocated and budgeted correctly. Assists program staff with task profile setup for the operating budget. Verifies Voyager funding/availability in programmatic budgets. Assist program managers with budget forecasting during the budget negotiation process. Assists program support staff in reconciling budget issues and concerns. Coordinates at least 2-yearly meetings to assess programmatic budget statuses with regional leadership and program managers and support staff. Develops and provides training for program staff on financial policies and procedures. Attends fiscal trainings, meetings and workshops and provides relevant operational information to program staff. Prepares ad hoc programmatic budget reports requested by leadership, programmatic staff, Health and Human Services Commission. (35%)
FISCAL TEAM LEAD: Participates in regional assignments/duties/special initiatives. Provides technical assistance, guidance and clarification to staff. Tracks and monitors fiscal assignment status. Makes recommendations for rewards or disciplinary actions for fiscal staff. Assists with interview and selection; feedback on performance and behavior; and job descriptions for fiscal related positions. Functions as back up for switchboard; loading dock; mailroom; confidential document shredding; fleet operations; key inventory; asset tags; and monthly vehicle reports. Other duties as assigned. (15%)
DISASTER RESPONSE/RECOVERY: Being required to work other than normal business hours in order to respond to public health emergencies. May require an alternate shift pattern assignment and/or location. Actively participates and/or serves in a supporting role to meet the agency’s obligations for disaster response/recovery/Continuity of Operations activation- requires completion of at least Incident Command System 100,200, 700 and 800 courses. Maintains compliance with DSHS Policy, Fleet Operations and Management & Procedures and Standards, and a current valid Texas Driver's License. (5%)
Knowledge Skills Abilities:
KNOWLEDGE OF: Generally accepted accounting, budgetary and management principles; practices and procedures. Professional office management and customer service principles, practices and procedures. Forecasting methodologies. Legislative appropriation request and annual operating budget processes. Performance measurement and reporting. Business terminology, spelling, punctuation, grammar, and arithmetic. Texas Department of State Health Services programs, functions, regulations, policies and procedure.
SKILL IN: Researching, analyzing, auditing and compiling data for fiscal reporting. Interpreting and applying policies and procedures. Using a computer and applicable software to create, edit and format documents and reports. Using initiative and good judgement in problem solving.
ABILITY TO: Ability to analyze and interpret fiscal management information to determine appropriate use of funds. Identify and develop budgetary reports and schedules. Analyze budget management problems and develop and present solutions. Interpret policies, procedures, laws and regulations. Work accurately with numerical data. Prepare concise fiscal reports. Communicate effectively, both orally and in writing, with internal and external stakeholders. Establish and maintain cooperative and effective work relationships with internal and external customers. Provide fiscal trainings to staff. Organize and prioritize workload. Maintain confidentiality. Complete work with minimum supervision by established deadlines. Use initiative, considerable independent judgment, decision-making and to act appropriately in the absence of supervisory guidance. Successfully complete identified Incident Command System training to serve in position in the RHMOC during a public health emergency. Reliably work Monday-Friday, 8:00 a.m.- 5:00 p.m.
KNOWLEDGE OF: Generally accepted accounting, budgetary and management principles; practices and procedures. Professional office management and customer service principles, practices and procedures. Forecasting methodologies. Legislative appropriation request and annual operating budget processes. Performance measurement and reporting. Business terminology, spelling, punctuation, grammar, and arithmetic. Texas Department of State Health Services programs, functions, regulations, policies and procedure.
SKILL IN: Researching, analyzing, auditing and compiling data for fiscal reporting. Interpreting and applying policies and procedures. Using a computer and applicable software to create, edit and format documents and reports. Using initiative and good judgement in problem solving.
ABILITY TO: Ability to analyze and interpret fiscal management information to determine appropriate use of funds. Identify and develop budgetary reports and schedules. Analyze budget management problems and develop and present solutions. Interpret policies, procedures, laws and regulations. Work accurately with numerical data. Prepare concise fiscal reports. Communicate effectively, both orally and in writing, with internal and external stakeholders. Establish and maintain cooperative and effective work relationships with internal and external customers. Provide fiscal trainings to staff. Organize and prioritize workload. Maintain confidentiality. Complete work with minimum supervision by established deadlines. Use initiative, considerable independent judgment, decision-making and to act appropriately in the absence of supervisory guidance. Successfully complete identified Incident Command System training to serve in position in the RHMOC during a public health emergency. Reliably work Monday-Friday, 8:00 a.m.- 5:00 p.m.
Registration or Licensure Requirements:
Initial Selection Criteria:
Graduation from an accredited college or university with a Bachelor’s degree with major coursework in accounting
Minimum of two years experience in budgeting and financial planning in the public sector preferred
State of Texas financial experience preferred
Advanced experience with Microsoft Excel, including pivot tables, formulas, tables and linked worksheets
Graduation from an accredited college or university with a Bachelor’s degree with major coursework in accounting
Minimum of two years experience in budgeting and financial planning in the public sector preferred
State of Texas financial experience preferred
Advanced experience with Microsoft Excel, including pivot tables, formulas, tables and linked worksheets
Additional Information:
MOS Code:
Note: Military occupation(s) that relate to the initial selection criteria and registration or licensure requirements for this position may include, but not limited to: 36B, LS, SK, 3432, 6F0X1. All active duty military, reservists, guardsmen, and veterans are encouraged to apply if qualified to fill this position. For more information see the Texas State Auditor’s Military Crosswalk at http://www.hr.sao.state.tx.us/Compensation/JobDescriptions.aspx
Note: Military occupation(s) that relate to the initial selection criteria and registration or licensure requirements for this position may include, but not limited to: 36B, LS, SK, 3432, 6F0X1. All active duty military, reservists, guardsmen, and veterans are encouraged to apply if qualified to fill this position. For more information see the Texas State Auditor’s Military Crosswalk at http://www.hr.sao.state.tx.us/Compensation/JobDescriptions.aspx
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