Budget Planning Analyst

Summary Objective

The purpose of this position is to plan and coordinate with directors and management of assigned departments to accomplish the departments’ core mission through the development of the annual operational and capital budgets, as well as the preparation of regular and special budget reports.

This class works independently, under limited supervision, reporting major activities through periodic meetings.

ESSENTIAL FUNCTIONS

The essential functions listed below are those that represent the majority of the time spent working in this class. Management may assign additional functions related to the type of work of the class as necessary.

• Provides technical assistance and instruction to internal and external stakeholders concerning budget functionality within the financial system.

• Provides effective and timely communication in person, over the phone, and in writing to both internal and external stakeholders and partners.

• Mentors and provides expertise to other OMB staff and to agency counterparts regarding central management perspective, Mayoral policy, and local government processes.

• Analyzes budget proposals and conducts financial analysis on programs.

• Coordinates with the Grants Management division to ensure that funds are budgeted appropriately and to provide departmental assistance on program activities, goals, and funding impacts.

• Allocates, inputs, and monitors general and capital fund department budgets in the financial system.

• Communicates with Grants Management and Fiscal Coordinators concerning changes or revisions that will have a financial impact on departments to ensure consistent implementation.

• Recommends changes or revisions to ensure annual budget comparisons as cost centers evolve and are redistributed to departments.

• Assists departments in budget preparation and provides instructions concerning budget preparation, budget adjustments, cost analysis, and fiscal allocation.

• Reviews budget reports and prepares operating and capital budget summaries and submits recommendations for the approval or disapproval of funds requests.

• Identifies budget issues, reviews budget trends, and interprets budget procedures.

• Creates and modifies tables, spreadsheets, and databases.

• Compiles and analyzes data, performs research, and completes special projects while recommending solutions to financial, legislative and policy issues.

• Monitors and maintains position control report and examines budget estimates for completeness, accuracy, and conformance with procedures and regulations.

• Assists with Open Records Request responses.

• Reviews and approves Designated Fund Balance and Carry forward documents for year-end reconciliation.

• Completes special projects, performs research, prepares reports and correspondence.

• Performs related work as assigned.

MINIMUM EDUCATION AND EXPERIENCE REQUIREMENTS

• Bachelor’s Degree in Accounting, Business or Public Administration, Economics or related discipline.

• Five (5) years of finance, budget preparation, budget analysis or financial analysis experience.

EQUIVALENCY

• An equivalent combination of education, training, and experience may be substituted.

OTHER MINIMUM REQUIREMENTS

• Must provide one’s own source of transportation

• Must possess and maintain a valid state driver’s license with an acceptable driving history

PHYSICAL DEMANDS

Physical demands refer to the requirements for physical exertion and coordination of limb and body movement.

• Performs sedentary work that involves walking or standing some of the time and involves exerting up to 10 pounds of force on a regular and recurring basis or sustained keyboard operations.

UNAVOIDABLE HAZARDS (WORK ENVIRONMENT)

Unavoidable hazards refer to the job conditions that may lead to injury or health hazards even though precautions have been…