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JOB DESCRIPTION
JOB TITLE: Budget and Management Analyst
MAINTENANCE
REVIEW DATE: December 1997
ORG/POS #: 1100/1830
JOB
OBJECTIVE: To compile, analyze, assemble, and
distribute the annual budget document; to monitor Citywide budget transaction
records for compliance with policies and procedures.
ACCOUNTABILITY: Receives general supervision from the Budget Officer.
ESSENTIAL
JOB FUNCTIONS:
1. Reviews
Citywide budget transaction records to ensure compliance with established
budgeting policies and procedures; researches budget discrepancies and notifies
the Budget Officer for correction.
2. Provides
technical assistance and information to the Budget Officer regarding the
budgeting process.
3. Assists
the Budget Officer with the compilation of the annual budget document and
coordination of printing and distribution of the annual budget document.
4. Maintains
the budget system database by entering or uploading budget transaction
information into a computer terminal.
5. Reviews
budget account balances monthly; notifies the Budget Officer of any deficient
accounts for which Account Transfer Requests should be completed.
6. Receives,
reviews, confirms, and processes Account Transfer Requests; forwards unusual
requests to the Budget Officer for processing; inputs approved transfer data
into a computer terminal.
7. Monitors
requests for travel reimbursements to ensure procedure guidelines are followed;
notifies the Budget Officer of improper requests.
8. Writes
and prepares graphic, narrative, and statistical reports utilizing a
microcomputer with graphics, spreadsheet, and word processing software.
9. Assesses
system capabilities; recommends changes and upgrades for hardware and software;
assists with the development of in-house computer solutions.
10. Maintains
microcomputer budget software by entering or uploading budget transactions and
reconciling the output back to source documents in order to ensure accurate
budget allocations for annual budget; coordinates requirements with outside
vendor support.
JOB TITLE: Budget and Management
Analyst
JOB
DESCRIPTION - CONTINUED
11. Assists
the Budget Officer in the preparation and distribution of budget materials to
departments.
12. Conducts
research and surveys; collects and analyzes information; conducts fiscal and
statistical studies.
13. Obtains
statistical data (i.e., assessed value of real and property taxes, per capita
income, number of employees, etc.) from outside agencies; totals and arranges
data into chart or graph form for inclusion in the Statistical Data Section of
the annual budget document.
SECONDARY DUTIES AND
RESPONSIBILITIES:
1. Performs
other related duties as required.
SUPERVISORY
RESPONSIBILITIES:
None.
JOB SPECIFICATION
BUDGET AND MANAGEMENT ANALYST
GENERAL
STATEMENT OF DUTIES: Performs work of average
difficulty in compiling, analyzing, assembling, and distributing the annual
budget document, and in monitoring Citywide budget transaction records for
compliance with policies and procedures.
MAINTENANCE
REVIEW DATE: December 1997
EXAMPLES
OF WORK: (Illustrative)
Reviews
Citywide budget transaction records to ensure compliance with established
budgeting policies and procedures; researches budget discrepancies and notifies
the Budget Officer for correction.
Provides technical
assistance and information to the Budget Officer regarding the budgeting
process.
Assists the
Budget Officer with the compilation of the annual budget document and
coordination of printing and distribution of the annual budget document.
Maintains the
budget system database by entering or uploading budget transaction information
into a computer terminal.
Reviews
budget account balances monthly; notifies the Budget Officer of any deficient
accounts for which Account Transfer Requests should be completed.
Receives,
reviews, confirms, and processes Account Transfer Requests; forwards unusual
requests to the Budget Officer for processing; inputs approved transfer data
into a computer terminal.
Monitors
requests for travel reimbursements to ensure procedure guidelines are followed;
notifies the Budget Officer of improper requests.
Writes and
prepares graphic, narrative, and statistical reports utilizing a microcomputer
with graphics, spreadsheet, and word processing software.
Assesses
system capabilities; recommends changes and upgrades for hardware and software;
assists with the development of in-house computer solutions.
Maintains
microcomputer budget software by entering or uploading budget transactions and
reconciling the output back to source documents in order to ensure accurate
budget allocations for annual budget; coordinates requirements with outside
vendor support.
Assists the
Budget Officer in the preparation and distribution of budget materials to
departments.
Conducts
research and surveys; collects and analyzes information; conducts fiscal and
statistical studies.
JOB TITLE: Budget and Management Analyst
JOB
SPECIFICATION - CONTINUED
Obtains
statistical data (i.e., assessed value of real and property taxes, per capita
income, number of employees, etc.) from outside agencies; totals and arranges
data into chart or graph form for inclusion in the Statistical Data Section of
the annual budget document.
REQUIRED
KNOWLEDGE, SKILLS, AND ABILITIES:
Considerable
knowledge
of budgeting principles and practices.
Considerable
knowledge
of research methods and techniques.
Good
knowledge
of computer fundamentals and business software, including database, graphics,
spreadsheet, and word processing software.
Some
knowledge
of fiscal and statistical analysis methods.
Familiarity with accounting practices
and principles.
Familiarity with financial management
practices and principles.
Skill in the operation of a
microcomputer and a computer terminal.
Skill in the operation of a
ten-key calculator.
Ability to conduct research.
Ability to analyze and interpret
research findings.
Ability to note discrepancies in
records and financial transactions.
Ability to communicate effectively,
both orally and in writing.
Ability to maintain hard copy and
computer records.
Ability to utilize a microcomputer
with graphics, spreadsheet, and word processing software.
Ability to utilize a computer
terminal with database software.
Ability to prepare graphic,
narrative, and statistical reports.
Ability to assess system
capabilities, recommend changes and upgrades for hardware and software, and
assist with the development of in-house solutions.
ACCEPTABLE
EXPERIENCE AND TRAINING:
Completion
of a Bachelor’s degree in Finance, General Business, Accounting, Public Administration or a
related area; at least two (2) years of experience in an accounting or
finance department setting; OR an
equivalent combination of experience and training which provides the required
knowledge, skills, and abilities.
JOB TITLE: Budget and Management Analyst
JOB
SPECIFICATION - CONTINUED
PHYSICAL
REQUIREMENTS: The physical demands marked below are
representative of those that will be required to successfully perform the
essential functions of this job.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
YES NO
|
Lifting (lbs.) |
|
ü |
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Carrying (lbs.) |
|
ü |
|
Stooping, Bending |
|
ü |
|
Kneeling, Squatting |
|
ü |
|
Walking |
|
ü |
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Standing |
|
ü |
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Sitting |
ü |
|
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Climbing, Balancing (e.g.,
climbing and working from ladder) |
|
ü |
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Use of Hands to Finger,
Handle, or Feel |
ü |
|
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Physical Coordination
(sequential or simultaneous use of hands, arms, feet, and legs) |
|
ü |
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Eye-Hand Coordination |
ü |
|
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Close Vision (clear vision
at 20" or less) |
ü |
|
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Distance Vision (clear
vision at 20' or more) |
|
ü |
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Color Vision (ability to
identify and distinguish colors) |
|
ü |
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Depth Perception (ability
to judge distance spatial relationships) |
|
ü |
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Hearing |
ü |
|
WORK ENVIRONMENT:
The environmental conditions
marked below are common to this job:
YES NO
|
Outdoor Weather Conditions |
|
ü |
|
Wet, Humid Conditions
(non-weather) |
|
ü |
|
Work Near Moving
Mechanical Parts |
|
ü |
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Work in High, Precarious
Places |
|
ü |
|
Fumes or Dust |
|
ü |
|
Toxic or Caustic Chemicals |
|
ü |
|
Extreme Heat (non-weather
over 90º F.) |
|
ü |
|
Low Noise (e.g., business
office) |
ü |
|
|
Moderate Noise (e.g.,
light motorized equipment such as lawn mowers) |
|
ü |
|
Loud Noise (e.g.,
jackhammer, heavy motorized equipment) |
|
ü |