Senior Budget Analyst
Performs financial analysis work in support of the Budget Office under the supervision of the Budget Director. Works directly with departments in the development and implementation of financial objectives.
The following statements are illustrative of the duties and responsibilities of the job. The organization retains the right to modify or change the duties and responsibilities of the job at any time.
- Receives general supervision from Budget Director.
- Exercises no supervision.
- Assist in the developing, maintaining, and using computer systems to collect, summarize, analyze, and present budget information in appropriate formats and training others in use of the same.
- Work extensively creating and maintaining programs such as MS Access databases, Crystal Reports, Excel spreadsheets, PowerPoint Presentations, MS Word documents, RoboHelp files, and internal budget preparation applications.
- Provide support, training, and instructions regarding the use of various automated budget software/systems used by the County; implement, administer, train, and support users regarding complex personal computer databases specific to the budget process.
- Train departmental personnel and budget staff in budgeting and use of data processing applications and operations.
- Provide assistance in the development of software instructions for annual budget preparation and provide assistance to other departments on difficult or unusual aspects of bud¬get preparation software.
- Prepare budgets and analyze budgets prepared by others.
- Assist in providing information pertaining to the capital budget; prepare and monitor expenditures for various departmental budgets within the County; monitor various funds and accounts to ensure accuracy of budget and compliance with established County policies.
- Develop analytical models to forecast financial information, determine economic feasibility of proposals, and demonstrate the results of those models to others.
- Make recommendations to the Budget Director; problem solve for the departmental and countywide budgeting system users.
- Provide decision-making support and recommendations on matters of fiscal concern for the County; advise users regarding procedures and implementation of fiscal matters as well as various management issues.
- Analyze various budget documents and special projects, analyze and compile department budget requests, and assist with and prepare special analysis projects.
- Assist in the preparation and presentation of the annual budget and partici¬pate in training sessions with County departments; assist departments in budget preparation; assist in development of guidelines, forms, and instructions for budget preparation; advise departments on budgetary related matters; monitor budgets; track fund balances; and prepare related reports.
- Track and monitor all expenditures and revenues; perform analyses of revenue and expense reports; analyze revenue and expenditure percentage plans; assist with annual capital improvements study; examine comprehensive revenue streams; perform analyses of special projects upon request.
- Reconcile and analyze budget and actual expenditure and revenue information in order to prepare status and other reports.
- Assist with development and implementation of Countywide budgeting policies and procedures, advise and assist various managers, elected officials, department heads, etc. with budget planning and documentation.
- Assist with development and recommendations on budget planning procedures for County departments; may participate in budget hearings and preparation of final budgets.
- Attend meetings or conferences and direct department activities in Budget Director's absence or as assigned.
- Assist in TABOR compliance documentation.
- Prepare and distribute a variety of reports and assist with final budget publications and legal notices.
- Design and develop complex special purpose forecasting and feasibility spreadsheet models to predict fiscal effects of decisions on countywide revenues, expenditures, and fund balances; conduct research, compile, and analyze data; design cost models and make projections.
- Design and/or produce graphic presentation materials to be used in discussions/presentations regarding the County budget; prepare detailed data sheets and graphics for reports and documents; and coordinate the printing and binding of various public documents for dis¬tribution.
- Review and complete mill-levy certifications; prepare annual mill-levy certification for review, which involves organizing, analyzing, and calculating the certification for the County, school district, and various special districts within the County.
- Attend seminars, conferences, workshops, classes, lectures, etc., as appropriate, to enhance and maintain knowledge of trends and developments in the fields of financial analysis and graphic design.
- Review professional journals, attend association and professional meetings, and otherwise maintain contacts with other professionals to facilitate exchange of information.
- Serve as member or resource person in work groups, task forces, and study committees as assigned.
- Perform special studies and carries out special projects as assigned.
- Perform other duties as appropriate or necessary for performance of the job.
Knowledge, Skills, & Abilities:
- Analytical and reporting software such as Access, Excel, Crystal Reporting, and Oracle based databases.
- Standard research techniques, methods, and procedures.
- Methods, techniques, and procedures of governmental budgeting.
- Governmental accounting and budgeting principles and techniques as applied to the fiscal management of government programs and administration.
- Extensive skills in the operation of personal computer, including Microsoft computer based word processing, spreadsheet, database, presentation, and file maintenance programs.
- Ethical guidelines applicable to the position as outlined by professional standards and/or federal, state, and local laws, rules, and regulations.
- Current literature, trends, and developments in the field of public finance and budget analysis.
- Communicate clearly and concisely, both verbally and in writing.
- Read and comprehend department and County rules, regulations, policies, and standard operating procedures.
- Perform financial analysis.
- Analyze complex budgeting prob¬lems.
- Prepare and present clear and concise reports and to compile and analyze financial statements and reports.
- Assist in developing and implementing effective budgeting systems and procedures.
- Review, analyze, and evaluate budget and grant proposals and program operations for cost efficiency and program effectiveness.
- Assist in developing and maintaining effective monitoring and reporting for governmental fiscal management.
- Read a variety of correspondence, forms, reports, certifications, etc.
- Prepare correspondence, reports, forms, graphics, surveys, etc., using prescribed formats and conforming to all rules of punctuation, grammar, diction, and style.
- Apply principles of logical or scientific thinking to define problems, collect data, establish facts, and draw valid conclusions; interpret an extensive variety of technical instructions in mathematical or diagrammatic form; deal with several abstract and concrete variables.
- Utilize mathematical formulas, add, subtract, multiply, and divide to calculate decimals and percentages; interpret graphs; compute discount, interest, profit and loss, ratio, and proportion, etc.; perform calculations involving variables, formulas, square roots, and polynomials; perform basic statistical and algebraic operations.
- Operate a variety of office equipment such as computers, calculators, binding equipment, audiovisual equipment, photocopiers, facsimile machines, etc.
- Establish and maintain effective working relationships with other County employees, representatives of other agencies and organizations, and members of the community.
- Three to five years of experience in financial analysis and computer systems, in a directly related field, or in the performance of similar duties and responsibilities.
- Equivalent to a Bachelor's Degree from an accredited college or university with major coursework in Finance, Accounting, Business Administration, Economics, or a related field.
- Possession of, or ability to obtain, an appropriate valid Colorado Driver's License.