Sr Budget & Mgt Analyst

Posting number: 04155

Department: Budget & Management Services

Job classification: Sr Budget & Mgt Analyst

Posting type: Open

Categories: Accounting and Finance, Management, Project Management, Organizational Development, Grants Administration, Business

Summary

GENERAL STATEMENT OF DUTIES

The Senior Budget & Management Analyst provides customers with the support and analysis they need to ask better questions that lead to better answers that build a better community.  This position works with internal and external stakeholders to ensure they have the operational, financial, and performance insight and resources they need to achieve their goals. The position has more complex departmental assignments and broader county-wide assignments than the Budget & Management Analyst position

DISTINGUISHING FEATURES OF THE CLASS

This position performs responsible professional work in the overall review, preparation, administration, and evaluation of the County's Operating and Capital Improvements Program (CIP) budgets; conducts management analyses; conducts evaluations of County programs, departmental procedures and operations; aids in strategic planning; assists in the development and review of benchmarking, performance measures and objectives; assists in the development of short and long-range financial plans and forecasting related to fiscal and program requirements; conducts general research; and participates in county-wide productivity improvements efforts. Employees participate in the preparation of the County budgets through review and analysis of complex and sensitive departmental/program requests and issues and the presentation of recommendations to the appropriate county officials.  Assists departments in preparing proposals, reports, and contracts, and gives advice on management issues.  Reviews contracts for compliance with established policies.  This is a professional non-supervisory classification.

The position has more complex departmental assignments and broader county-wide assignments than the Budget & Management Analyst position.  An employee in this position serves as a senior resource and leads other Analysts, overseeing and coordinating more complex county-wide initiatives and projects including performance measurement and management, program and service evaluation.   

Examples of duties

DUTIES AND RESPONSIBILITIES

Essential duties and responsibilities include, but are not limited to:

• Assesses, reviews, and analyzes assigned departmental budget requests and develops recommendations regarding funding levels based on objective analysis and established policy criteria.
• Coordinates assigned departmental processes and initiatives, including management and evaluation efforts, multi-year financial planning, and components of the annual budget development process.
• Regularly reviews departmental expenditure and revenue collection patterns to identify potential financial problems and recommends corrective action.
• Assists in the development of long-range expenditure and revenue forecasts, including the Capital Improvement Program (CIP), to support long-term financial planning and policy development.
• Reviews, analyzes, and makes recommendations on the fiscal and programmatic impact of operational and service initiatives.
• Evaluates county programs and services to determine efficiency and effectiveness and to assess the achievement of established goals and objectives.
• Assists in the development and evaluation of benchmarking, performance measures, and strategic planning initiatives to support outcome-based budgeting and organizational performance.
• Conducts special management studies as assigned and presents findings and recommendations.
• Assists departments in preparing requests for proposals and contracts and helps to evaluate consultant qualification and compliance with identified specifications.
• Reviews and analyzes new and proposed legislation to assess its fiscal and operational impact on County departments, programs, and services.
• Assists and coordinates as needed the work of other analysts and employees in the completion of assigned duties and tasks. 
• Assists in the administration and support of budget and financial management systems, including system administration, troubleshooting, report development, data analysis, and implementation of process improvement initiatives.
• Prepares and presents financial, operational, and policy analyses and recommendations to County leadership, elected officials, departments, and other stakeholders.
• Performs other duties and responsibilities as assigned.

RECRUITMENT STANDARDS

Knowledge, Skills, and Abilities

• Considerable knowledge of the principles and practices of public administration, budgeting, public finance and local governmental budget and fiscal policies and procedures.
• Thorough knowledge of the functions and structure of county government and federal and state laws relevant to county operations and finance.
• Working knowledge of mathematical computations, analytical skills, budget and costing accounting theories, principles and methods and evaluation/research techniques and methodology.
• Ability to analyze complex administrative and organizational problems, prepare and clearly present appropriate recommendations and working procedures in written or oral form.
• Ability to establish and maintain effective working relationships.
• Ability to guide and coordinate the work of other staff members.
• Ability to plan, organize, and coordinate an effective work schedule.
• Ability to exercise independent and sound judgment, discretion, initiative, creativity, and resourcefulness.

Qualifications

MINIMUM EDUCATION AND EXPERIENCE

Bachelor's degree from an accredited college or university in Public Administration, Accounting, Business Administration, Economics or a field related to one of the County's services and four years of experience in budget development, strategic planning, program/process analysis and/or evaluation OR  Associates Degree in Public Administration, Accounting, Business Administration, Economics or a field related to one of the County's services and six years of experience in budget development, strategic planning, program/process analysis and/or evaluation, OR 

High School diploma and eight years of experience in budget development, strategic planning, program/process analysis and/or evaluation. Must have detailed knowledge of business processes of governmental operations. 

Preferred Qualifications:

• A master’s degree in public administration, Business Administration, Finance, Accounting, Economics, or a closely related field is preferred, but not required.
  
  

Supplemental information

PHYSICAL DEMANDS AND WORK CONDITIONS

Must be able to physically perform the basic life operational functions of fingering and talking. Must be able to perform light work exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.

Must possess the visual acuity to prepare and analyze data and figures, accounting, operate a computer terminal, and do extensive reading.

May Require Driving 

This position may require driving for this position whether driving a County owned or personal vehicle to conduct county business such as but not limited to attending conferences, meetings, or any other county related functions.   Motor Vehicle Reports may be verified for valid driver’s license and that the driving record is compatible with the county’s driving criteria. 

If a personal vehicle is operated for county business proper insurance is maintained as per Guilford County’s vehicle use policy. 

Special Note: This generic class description gives an overview of the job class, its essential job functions, and recommended job requirements.  However, for each individual position assigned to this class, there is available a completed job questionnaire with a physical abilities checklist which can give further details about that one specific position.  Those documents should be reviewed before initiating a selection process.  They can provide additional detailed information on which to base various personnel actions and can assist management in making legal and defensible personnel decisions.