Budget Analyst

City of Marco Island; Marco Island (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

The City of Marco Island is seeking an experienced budget analyst to support the annual operating and capital budgets under the Budget Manager. You will forecast revenues and expenditures, review department requests, prepare reports, and assist with year-end audit schedules, emphasizing GAAP and government budgeting.

Bachelor’s in Accounting or Finance with 3+ years’ governmental accounting experience required; advanced Excel and strong communication skills are essential.

Qualifications

• Knowledge of GAAP and government budgeting practices.
• Ability to research, analyze, and present financial data clearly.
• Experience with governmental budgeting and accounting systems preferred.

Responsibilities

• Assist in the preparation, development, and review of the annual City budget.
• Forecast revenues and expenditures; interpret financial data; provide recommendations.
• Evaluate department budget requests and support long-range financial planning.
• Prepare narratives, spreadsheets, and summaries communicating financial performance.
• Prepare year-end audit schedules and liaise with external auditors.

Skills

GAAP knowledge

Budget principles

Communication

Data analysis

Education

Accounting degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Under the general direction of the Budget Manager, performs advanced professional accounting and budget analysis work involving the preparation, monitoring, and review of the City’s annual operating and capital budgets. Responsibilities require independent judgment, initiative, and technical expertise.

• Assists in the preparation, development, and review of the annual City budget.
• Forecasts local government revenues and expenditures; interprets financial data; and formulates recommendations.
• Evaluates departmental budget requests; analyzes financial needs; and supports long-range financial planning.
• Ensures budgeted revenues and expenditures meet operational and capital requirements.
• Prepares spreadsheets, analytical reports, variance analyses, and budget summaries to communicate financial performance.
• Analyzes and interprets fiscal and accounting records; prepares periodic financial reports including budget overviews and capital project updates.
• Audits general ledger fund transactions and other departmental records as needed.
• Confirms expenditures comply with approved budgetary appropriations.
• Assists the Budget Manager with long-range financial planning, forecasts, and special projects.
• Prepares journal entries with supporting documentation for review and approval.
• Prepares year-end audit schedules; providing supporting documentation and interfacing with the external audit team.
• Performs other duties as assigned.

Supervision:

• None

Bachelor's degree in Accounting, Finance, or related field; supplemented by three or more years’ experience in governmental accounting. Experience with enterprise financial systems (e.g. Tyler Munis) and budgetary accounting preferred. Equivalent combinations of education, certification, training, and experience may be considered.

May be required to have or obtain formal industry certification(s) based on area of assignment. Regular office attendance is required. Candidate is subject to interview(s), medical testing (including drug screening), and a comprehensive background investigation.

In addition to meeting the minimum qualifications listed above, an individual must have the following knowledge and abilities to be able to perform this job successfully.

• Working knowledge of generally accepted accounting principles (GAAP).
• Working knowledge of government budget principles, practices, and applicable Federal, state and local regulations.
• Proficiency with computer hardware/software, including Microsoft Excel, Word, Outlook, and PowerPoint.
• Knowledge of municipal organization and functions.
• Ability to research, collect, organize, and analyze financial and non‑financial data to develop logical conclusions.
• Ability to communicate effectively, verbally and in writing, using technical and professional terminology.
• Ability to establish cooperative working relationships with internal and external stakeholders.
• Ability to organize work, meet deadlines, and follow oral and written instructions.

PHYSICAL AND ENVIROMENTAL REQUIREMENTS:

Tasks involve the ability to exert light physical effort in sedentary to light work, which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (up to 20 pounds).

Tasks may involve extended periods of time at a keyboard or workstation and extended periods of time standing and/or walking.

SENSORY REQUIREMENTS:

Some tasks require manual dexterity, in addition to visual and hearing acuity.
Some tasks may involve identifying and distinguishing colors.
Some tasks require the ability to communicate orally and in writing.

EMERGENCY RESPONSE AND ESSENTIAL EMPLOYEE STATEMENT

Every City employee has emergency response responsibilities, though not every position will be considered an essential employee during an emergency event. All employees are subject to recall around the clock for emergency response operations, which may require irregular work hours, work at locations other than the normal work location, and may include duties other than those specified in the employee's official job description.
Assignments in support of emergency operations may be extensive in nature, with little advance notice, and may require employees to relocate to emergency sites with physically and operationally challenging conditions.

Americans with Disabilities Act (ADA) Statement

The City of Marco Island is committed to providing equal employment opportunities to qualified individuals with disabilities in accordance with the Americans with Disabilities Act (ADA) and applicable state and federal laws. Reasonable accommodations may be provided to enable qualified individuals to perform the essential functions of the position, unless doing so would create an undue hardship for the City. Applicants requiring accommodation during the recruitment or selection process should notify the Human Resources Department.

Preference shall be given to eligible current city employees. All vacancies are open until filled unless otherwise specified. The City of Marco Island is an Equal Opportunity Employer. The City of Marco Island is a drug free and smoke free workplace.