Budget Analyst

The Budget Analyst performs professional work in the preparation and analysis of the City’s operating and capital improvement budgets and related financial information. This position reports to the Deputy Management & Budget Director. The role supports the development and coordination of the City’s annual operating budget and 5‑Year Capital Improvements Program (CIP), including compiling and analyzing financial data, preparing budget reports and documents, and assisting with the City’s budget forecasting model.

The position also reviews fiscal impact statements, evaluates budget requests and transfers, supports TRIM compliance activities, and works with City departments to provide guidance on budget policies and procedures. Additional responsibilities include coordinating budget document preparation, conducting research and financial analysis, and performing related duties as assigned.

• Assists in the preparation of the City's annual budget document.
• Compiles special reports or summaries affecting various segments of the budget.
• Assists in the preparation of the City’s 5‑Year Capital Improvements Program document.
• Assists in the maintenance of the database and related reports of the City’s annual budget forecasting model which projects revenues and expenses.
• Reviews fiscal impact statements on all ordinances and resolutions presented to Council for action.
• Performs a variety of budgetary support services, including reviewing budget transfer requests.
• Coordinates assembly of all proposed budget documents and final CIP and Annual Budget documents.
• Assists in Truth in Millage (TRIM) compliance procedures, as directed.
• Analyzes financial data presented by all departments to determine its accuracy and compliance with budgeting procedures.
• Assists in compiling statistical and financial data in order to examine budgets, and to justify funds requested.
• Advises departments regarding budget issues, draft policies, and procedures.
• Confers with department heads and/or division heads to obtain additional information when required.
• Conducts annual surveys of surrounding municipalities and other taxing authorities regarding proposed and final mileage rates, water rates, utility service taxes, and garbage fees.
• Works with non‑profit organizations that formally request funding from the city by collecting information from them required by Council to make their decisions.
• Budget review and approval of all capital purchase requests.

• Works with department heads, division heads and other City staff regarding budgeting and related matters.
• Conducts research of surrounding municipalities and other taxing authorities regarding proposed and final millage rates, water rates, utility service taxes, trash fees and related matters.
• Answers questions regarding the annual budget and proposed and final tax bills.
• Coordinates the work of other staff engaged in carrying out departmental functions.
• Performs related tasks as required.

• Principles and practices of governmental budgeting, accounting, and financial analysis.
• The State laws, ordinances and regulations governing budget and other municipal financial compliance.
• Municipal budget development processes, including operating budgets and Capital Improvements Programs (CIP).

• The operation of personal computers, data processing equipment, copy machine, and punch and binding machines.
• The use of standard office software programs including Microsoft Word, Excel, PowerPoint and Outlook.
• Using spreadsheet, database, and financial management software.
• Organizing and coordinating multiple projects and deadlines.

• Resolve issues and make recommendations for process improvement.
• Adapt to changing work environment and competing demands.
• Analyze and develop budget estimates.
• Conduct detailed research and prepare reports and findings.
• Manage changes, delays or unexpected events.
• Communicate effectively both orally and in writing.
• Establish and maintain effective working relationships with City officials and associates.
• Work independently with high initiative while also being comfortable working as a team member.
• Understand, follow and carry out complex oral and written…