Budget Analyst

JOB SUMMARY

The purpose of this classification is to perform professional administrative work involving development, administration, and reporting on assigned budgets. Duties include monitoring operating and project budgets, compiling budget information, conducting future funding needs analysis, and closing monthly and annual budgets. Identifies and resolves budget problems, analyzes budgetary procedures, and recommending and implementing improved procedures and systems.

ESSENTIAL FUNCTIONS

The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned.

- Monitors operating budgets and project expenditures. Creates and releases requisitions. Performs monthly and annual budget closings. Reconciles budgets with General Accounting.

- Conducts business/management studies; researches and collects data; studies productivity indicators, staffing patterns, resource allocations, and workflows; develops flow charts of job processes; analyzes management practices and operational systems; assesses effectiveness, efficiency, and productivity; identifies opportunities for improvement; and recommends changes and/or develops management tools, control systems, and work practices to improve business operations, productivity, effectiveness and/or

- Develops policies and procedures to assist with monitoring budget expenditures.

- Coordinates and prepares annual and capital budgets; compiles budget information; analyzes future funding needs, long range plans and forecast costs; and identifies future funding needs. Analyzes needs for future funding. Performs quarterly budget reviews in conjunction with finance and managerial staff.

- Monitors assigned operating and project budgets; identifies and resolves budget problems; prepares and processes budget transfers; reviews all payments; authorizes expenditures within fund allocations; releases requisitions for projects within authorized limits; assures conformance with District guidelines, policies and procedures; and assists with closing assigned budgets at the end of the fiscal year.

- Compiles information; and prepares a variety of budget records and reports including monthly budget summaries, and quarterly budget reports.

- Performs special assignments, as directed

- Attends training sessions, seminars, and staff meetings; and provides training to other District staff as assigned.

- Performs other related duties as required.

SUPERVISION RECEIVED

Works under the general direction of a Manager.

MINIMUM QUALIFICATIONS

Bachelor's degree in business administration, or a related field; supplemented by two (2) years previous experience and/or training involving analysis of business systems and the use of common database and spreadsheet software; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job.

Preferred experience

- SAP experience in Business/Finance functions a plus

- Strong grasp of municipal or other government budgeting and/or forecasting plus

- Advanced degree in data analytics desired

- Strong expertise in Excel and Word preferred

- Demonstrated financial modeling experience preferred

PERFORMANCE APTITUDES

Data Utilization: Requires the ability to evaluate, audit, deduce, and/or assess data and/or information using established criteria. Includes exercise of discretion in determining actual or probable consequences, and in referencing such evaluation to identify and select alternatives.

Human Interaction: Requires the ability to apply principles of persuasion and/or influence.

Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver and/or control the actions of equipment, machinery, tools, and/or materials used in performing essential functions.

Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data and information.

Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication and division; ability to calculate decimals and percentages; may include ability to perform mathematical operations with fractions; may include ability to compute discount, interest, profit and loss, ratio and proportion; may include ability to calculate surface areas, volumes, weights, and measures.

Functional Reasoning: Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership. Ability to exercise independent judgment to apply facts and principles for developing approaches and techniques to problem resolution.

Situational Reasoning: Requires the ability to exercise the judgment, decisiveness and creativity required in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable.

ADA COMPLIANCE

Physical Ability: Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or work station.

Sensory Requirements: Some tasks require the ability to perceive and discriminate sounds, and visual cues or signals. Some tasks require the ability to communicate orally.

Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions.

Relevant education, experience, skills, and performance aptitudes as reflected in the position's job classification. The MDC seeks to enhance the diversity of its workforce. People of color, women, veterans and persons with disabilities are strongly encouraged to apply.