JOB DESCRIPTION

 

 

JOB TITLE:  Budget Officer

 

MAINTENANCE REVIEW DATE:  October 1999

 

ORG/POS #:  1100/1411

 

JOB OBJECTIVE:  To analyze, administer, and monitor the City’s operating and capital budget; to conduct and direct management studies and research projects.

 

ACCOUNTABILITY:  Receives general direction from the Director of Finance.

 

ESSENTIAL JOB FUNCTIONS:

 

1.         Initiates and directs Finance Department employees in management studies and research projects to identify and solve budgetary problems.

 

2.         Coordinates the preparation of the City annual operating and capital budget; serves as primary contact with Department Directors; directs the efforts of Finance Department employees engaged in preparation of the annual budget; ensures that the annual budget document is compiled and presented to the Director of Finance by established deadlines.

 

3.         Develops and conducts training programs relating to budget preparation and administration and management research for Department employees.

 

4.         Meets with management, Board of Directors, and outside agency officials to discuss and provide information regarding budgeting and long-range capital and financial planning issues.

 

5.         Directs assigned personnel in the collection, compilation, and study of data from internal and external sources; performs the collection, compilation, and study of data; utilizes a microcomputer with database, spreadsheet, and word processing software.

 

6.         Plans and directs financial analysis of all City and external agency funds by performing financial and statistical calculations; utilizes a microcomputer with database, spreadsheet, and word processing software.

 

7.         Makes recommendations to the Director of Finance in the development and revision of long-range budget, capital and financial plans and strategies for policy recommendations and executive and legislative review.

 

8.         Develops and establishes guidelines for budget preparation; interprets budget policies; develops and establishes procedures and practices for implementing budget policies; monitors policies, procedures, practices, and guidelines for accuracy, timeliness, and legal compliance.

 

9.         Monitors federal, state, and local laws, proposals, regulations, and statutes for impact on City budgetary and financial affairs.

 

JOB TITLE:  Budget Officer

JOB DESCRIPTION - CONTINUED

 

 

10.       Conducts management and financial studies and staffing reviews.

 

11.       Performs reconciliations of the budget and production modules of the payroll/personnel system; receives information from departments and ensures accuracy in budget module; makes necessary changes and corrections.

 

12.       Prepares quarterly revenue and expense reports provided to the Board of Directors.

 

13.       Assists the City Controller in the preparation of the City’s Comprehensive Annual Financial Report (CAFR) by providing necessary information.

 

14.       Directs the work activities of, monitors the performance of, and provides disciplinary action to the Budget and Management Analyst.

 

SECONDARY DUTIES AND RESPONSIBILITIES:

 

1.         Represents the Director of Finance at meetings to discuss and provide information and guidance regarding budgeting and long-range capital and financial planning issues.

 

2.         Directs Finance Department employees in management research, including performance measurements, capital projects, long-range forecasting, surveys and comparative analyses, and other analyses.

 

3.         Performs other related duties as required.

 

SUPERVISORY RESPONSIBILITIES:

 

Provides general supervision to the Budget and Management Analyst.

JOB SPECIFICATION

BUDGET OFFICER

 

 

GENERAL STATEMENT OF DUTIES:  Performs work of  considerable difficulty in analyzing, administering and monitoring the City’s operating and capital budget and in conducting and directing management studies and research projects.

 

MAINTENANCE REVIEW DATE:  October 1999

 

EXAMPLES OF WORK:  (Illustrative)

 

Initiates and directs Finance Department employees in management studies and research projects to identify and solve budgetary problems.

 

Coordinates the preparation of the City annual operating and capital budget; serves as primary contact with Department Directors; directs the efforts of Finance Department employees engaged in preparation of the annual budget; ensures that the annual budget document is compiled and presented to the Director of Finance by established deadlines.

 

Develops and conducts training programs relating to budget preparation and administration and management research for Department employees.

 

Meets with management, Board of Directors, and outside agency officials to discuss and provide information regarding budgeting and long-range capital and financial planning issues.

 

Directs assigned personnel in the collection, compilation, and study of data from internal and external sources; performs the collection, compilation, and study of data; utilizes a microcomputer with database, spreadsheet, and word processing software.

 

Plans and directs financial analysis of all City and external agency funds by performing financial and statistical calculations; utilizes a microcomputer with database, spreadsheet, and word processing software.

 

Makes recommendations to the Director of Finance in the development and revision of long-range budget, capital and financial plans and strategies for policy recommendations and executive and legislative review.

 

Develops and establishes guidelines for budget preparation; interprets budget policies; develops and establishes procedures and practices for implementing budget policies; monitors policies, procedures, practices, and guidelines for accuracy, timeliness, and legal compliance.

 

Monitors federal, state, and local laws, proposals, regulations, and statutes for impact on City budgetary and financial affairs.

 

Conducts management and financial studies and staffing reviews.

 

Performs reconciliations of the budget and production modules of the payroll/personnel system; receives information from departments and ensures accuracy in budget module; makes necessary changes and corrections.

 

Prepares quarterly revenue and expense reports provided to the Board of Directors.

JOB TITLE:  Budget Officer

JOB SPECIFICATION - CONTINUED

 

 

Assists the City Controller in the preparation of the City’s Comprehensive Annual Financial Report (CAFR) by providing necessary information.

 

Directs the work activities of, monitors the performance of, and provides disciplinary action to the Budget and Management Analyst.

 

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

 

Considerable knowledge of public budget preparation and administration principles and practices.

 

Good knowledge of public administration principles and practices.

 

Good knowledge of research methods and techniques.

 

Good knowledge of financial analysis methods, including statistical.

 

Good knowledge of laws, proposals, regulations, and statutes relating to public budget preparation and administration.

 

Some knowledge of financial econometrics forecasting, including revenues and expenditures.

 

Some knowledge of cost and revenue projection methods and techniques.

 

Good knowledge of accounting practices and principles.

 

Some knowledge of computer fundamentals and business software, including database, spreadsheet, and word processing software.

 

Skill in the operation of a microcomputer, utilizing database, spreadsheet, and word processing software.

 

Ability to conduct research.

 

Ability to analyze and interpret research findings.

 

Ability to read and interpret laws, proposals, regulations, and statutes.

 

Ability to monitor laws, proposals, regulations, and statutes for impact on City budgetary and financial affairs.

 

Ability to read and interpret financial statements and reports.

 

Ability to analyze financial, organizational, and policy issues.

 

Ability to prepare graphic, narrative and statistical reports.

JOB TITLE:  Budget Officer

JOB SPECIFICATION - CONTINUED

 

 

Ability to perform financial econometrics forecasting, including revenues and expenditures.

 

Ability to develop and establish guidelines for budget preparation.

 

Ability to interpret budget policies.

 

Ability to develop and establish procedures and practices for implementing budget policies.

 

Ability to monitor policies, procedures, practices, and guidelines for accuracy, timeliness, and legal compliance.

 

Ability to monitor budget expenditures and to determine need for revenue transfers.

 

Ability to assign and direct the work activities of assigned personnel.

 

Ability to monitor performance of and provide disciplinary action to assigned personnel.

 

Ability to communicate effectively, both orally with individuals and groups, and in writing.

 

ACCEPTABLE EXPERIENCE AND TRAINING:

 

Completion of a Bachelor’s Degree in Accounting, Finance, Business or Public Administration, or a related area; at least four (4) years of experience in public budget administration, or a related area; at least one (1) year of supervisory experience; OR any equivalent combination of experience and training which provides the required knowledge, skills, and abilities.

JOB TITLE:  Budget Officer

JOB SPECIFICATION - CONTINUED

 

 

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.

 

Physical Requirements	Yes	No
Lifting (lbs.)	5 lbs
Carrying (lbs.)	5 lbs
Stooping, Bending		ü
Kneeling, Squatting		ü
Walking	ü
Standing	ü
Sitting	ü
Climbing, Balancing (e.g., climbing and working from ladder)		ü
Use of Hands to Finger, Handle, or Feel	ü
Physical Coordination (sequential or simultaneous use of hands, arms, feet, and legs)	ü
Eye-Hand Coordination	ü
Close Vision (clear vision at 20" or less)	ü
Distance Vision (clear vision at 20' or more)		ü
Color Vision (ability to identify and distinguish colors)	ü
Depth Perception (ability to judge distance spatial relationships)		ü
Hearing	ü

 

 

The environmental conditions marked below are common to this job:

 

Work Environment	Yes	No
Outdoor Weather Conditions		ü
Wet, Humid Conditions (non-weather)		ü
Work Near Moving Mechanical Parts		ü
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