BUDGET ANALYST I/II/SENIOR (CONFIDENTIAL)

City of Stockton; Stockton (CA); On-site; USD 83,000 - 150,000; Full time

Job summary

City of Stockton is seeking Budget Analyst I/II or Senior Budget Analyst to support the central budget office. The role involves planning, analyzing, and monitoring citywide operating and capital budgets with strong customer service and project management skills.

Ideal candidates will have government budgeting experience, be proficient in financial software, and possess strong written/oral communication abilities. Work hours follow a 9/80 schedule with detailed shifts and duties as assigned.

Qualifications

• Strong analytical skills and proficiency in business/financial applications.
• Prior central budgeting and accounting experience in government is desirable.

Responsibilities

• Plan, organize and administer City programs and budgets.
• Develop and monitor Citywide operating and capital improvement budgets.
• Provide technical budget guidance to departments and management.
• Prepare narrative analyses and reports for City Council and executives.
• Coordinate development and implementation of city budgets and forecasts.

Skills

Analytical skills

Financial software

Government experience

Project management

Customer service

Education

Bachelor’s degree in accounting/economics/business/public administration

Master’s degree substitution for one year of experience

Tools

Budgeting software

Job description

AT-WILL OPPORTUNITY

FLSA STATUS: Budget Analyst I - Non- Exempt

Budget Analyst II/Senior Budget Analyst - Exempt

ANNUAL SALARY RANGE:

• Budget Analyst I - $83,320.93-$114,517.62


• Budget Analyst II - $91,597.51 - $125,893.20


• Senior Budget Analyst - $109,164.12 - $150,036.94

TENTATIVE INTERVIEW DATE: To be determined by the hiring department.

The City of Stockton is seeking to fill two positions at the Budget Analyst I, Budget Analyst II, or Senior level in its central budget office. The positions will be filled at the appropriate level depending upon experience. The ideal candidates will possess strong analytical skills, be proficient in a variety of business and financial computer applications, have government experience, project management experience, and possess excellent oral and written customer service skills. Prior central budgeting and accounting experience in a government entity is desirable. The incumbent will work a City of Stockton 9/80 schedule: 8:00am - 6:00pm Mondays through Thursdays; 8:00am to 5:00pm on working Fridays, with alternating Fridays off.

This is a confidential At-Will (Unclassified/Unrepresented) position. Only those applicants who best fits the need of the City will be referred to the hiring department. (Applicants who fail to fully complete the on-line/supplemental questionnaire will be subject to rejection.)

Prior to appointment, eligible candidates will be required to submit to and successfully pass a background investigation, which will include fingerprinting.

Under general direction, plans, organizes, and administers specialized City programs and projects, directs and coordinates the work of assigned professional and support staff, performs analytical analyses, develops, monitors, and reports Citywide operating and capital improvement budgets; responsible for policy development and program planning and implementation with Citywide implications; and performs related work as assigned.

This is an at-will deep class in which incumbents may be assigned to any level, provided that they possess the required education and experience, and successfully demonstrate proficiency which meets the qualifications for the class to which they are to be assigned.

Budget Analyst I (Confidential)

Initially under close supervision in the central budget office of the City, incumbents perform the more routine analytical duties while learning City policies and procedures and specific techniques related to Citywide budget process and systems including position and labor financial work. As experience is gained, assignments become more diversified and are performed under more general supervision.

Budget Analyst II (Confidential)

is the journey-level class of the series, fully competent to perform responsible and difficult analytical and budget monitoring including financial work relative to positions and labor. This position is under general supervision in the central budget office of the City. Incumbents are expected to exercise independent judgment in selecting analytical techniques and in making sound recommendations. This class is distinguished from Senior Budget Analyst in that the latter is the highest level in this series, responsible for the development and administration of Citywide operating and capital improvement budgets.

Senior Budget Analyst (Confidential)

is the advanced level in this Budget Analyst series. In addition to the full range of professional Budget Analyst duties and responsibilities, incumbents may act in a lead capacity. The Senior Budget Analyst must be knowledgeable in all areas of the Budget division, and performs the most complex and difficult analytical work, including forecasting and financial monitoring of positions and labor related work. This position is under supervision in the central budget office of the City. The major emphasis of the work relates to coordinating the preparation implementation and monitoring of Citywide budgets, including developing financial projections.

• Plans, organizes and coordinates the development process of the City’s annual budget in a major department and/or assists with the development, production and administration of Citywide operating and capital improvement budgets.


• Develops, implements, monitors, makes recommendation regarding and reports results of department and/or Citywide budgets.


• Review departmental budget submissions, evaluates such requests and recommends approval or modifications.


• Analyzes alternatives and makes recommendations regarding such matters as staffing, capital, equipment purchases, revenues, and cost control.


• Compiles the budget document for departments to which assigned and/or assists with the compilation of Citywide budget documents.


• Review monthly expenditure reports, analyzes variances and confers with supervisory or managerial staff to ascertain reasons and correct problems.


• Assists in the development and implementation of departmental goals and objectives.


• Conducts a variety of special projects and studies related to the function of a department; to which assigned; discusses findings with management staff and prepares reports of study findings.


• Maintains accurate records and files; may develop or utilize computer applications to assist with budgetary analyses and administration.


• Provides technical assistance to others, including departmental analytical staff, on budgetary or analytical matters.


• Prepares narrative analytical statistical reports, research correspondence and other written materials; or directs the preparation of graphic materials for City Council and similar budget presentations.


• May develop funding forecasts and compile various financial or statistical information including work related to positions and labor units as required.


• Provides support to departments relative to budgets, analysis and financial reporting. Assists management with the preparation for and handling of bargaining unit related financial issues.


• Confers with operating department staff regarding budget proposals, revenue projections, budget administration and related matters; provides advice and counsel to department heads regarding the budgetary process and limitations.


• Makes revenue projections; analyzes and evaluates permit, service and similar City fees; recommends fees and charges for City services.


• Investigates methods of funding capital improvement projects and coordinates the development of an annual capital improvement program.


• Assigns, directs and reviews the work of professional, technical and office support staff.


• Conducts varied and complex administrative and operational studies as assigned; provides technical assistance to others.


• Represents the City with dignity, integrity, and the spirit of cooperation in all relations with staff and the public.


• Fosters an environment that embraces integrity, service, inclusion, and collaboration.


• Builds and maintains positive working relationships with co-workers, other City employees, and the public using principles of good customer service.


• Performs related duties as assigned.

Knowledge of

• Principles, practices and techniques of budget development and administration;


• Basic municipal accounting requirements and procedures;


• Public administration principles and practices;


• Business computer user applications, particularly as related to statistical analysis, financial reporting and data management;


• Financial/statistical/comparative analysis techniques and formulae;


• Basic principles of funding or income forecasting;


• Methods of administrative, organizational and economic analyses;


• Supervisory principles and practices; and


• Applicable laws and regulations.

Skill in

• Analyzing budgetary and revenue projection problems, evaluating alternatives and reaching sound conclusions;


• Performing administrative, operational and organizational analyses;


• Collecting, evaluating interpreting and reporting varied information and data, either in statistical or narrative form;


• Interpreting and applying laws, regulations, policies and procedures;


• Preparing clear, concise and complete reports and other written materials;


• Maintaining accurate records and files;


• Coordinating multiple projects and meeting critical deadlines;


• Exercising sound independent judgment including confidential matters within established guidelines;


• Establishing and maintaining effective working relationships with those contacted in the course of the work; and


• Planning, directing and reviewing the work of others.

Education

Possession of a Bachelor’s degree from an accredited college or university with major course work in accounting, economics, business or public administration, or a closely related field. A Master's Degree may be substituted for one year of experience.

Experience

• Budget Analyst I – No experience required.


• Budget Analyst II – Two years of professional level experience in budget development and administration. Experience in a public agency is desirable.


• Senior Budget Analyst – Five years of professional level experience in budget development and administration. Experience in a public agency is desirable.

Physical/Mental Abilities

• Mobility - Constant sitting for long periods of time while operating a keyboard; occasional walking bending stooping, kneeling, reaching, pushing and pulling.


• Lifting - Occasional lifting of 10 pounds or less;


• Vision - Constant use of overall visual capabilities; frequent need for use of color perception, hand/eye coordination, reading and/or close up work.


• Dexterity - Frequent holding, grasping, typing, repetitive motion and writing;


• Hearing/Talking - Constant hearing and talking of normal speech in person and on the telephone; occasionally speaking in front of large groups or people;


• Special Requirements - May require occasional weekend or evening work;


• Emotional/Psychological - Constant concentration, decision making and public contact; occasional ability to exercise sound judgment, especially under stressful situations; and working alone;


• Environmental Conditions - Occasional exposure to noise; and


• Working Conditions - Primarily performed in an office environment which is typically moderately quiet, but may be loud at times and at some locations.

This class specification should not be interpreted as all inclusive. It is intended to identify the essential functions and requirement of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this specification. Any essential function or requirement of this class will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the American with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.

The information in this announcement concerning the terms and conditions of employment does not constitute either an express or implied contract, and these provisions are subject to change.

In accordance with California Government Code section 3100, et., seq., all City of Stockton employees are considered disaster service workers who may be required to report for duty, or remain on duty to address disaster service activities in the event of an emergency or disaster and are required to undertake an applicable loyalty oath.