Budget and Technology Portfolio Analyst

City of Charlotte; Town of Florida (NY); On-site; USD 90,000 - 129,000; Full time

Benefits offered by this job

Comprehensive benefits package

Drug- and alcohol-free workplace

Job summary

City of Charlotte is seeking an experienced Budget & Portfolio Analyst within the Innovation and Technology Department to support budgeting, tracking capital projects, and technology asset management across city departments.

The role collects and analyzes financial and asset data, prepares reports, and drives transparency and informed decision-making; candidates should have related degrees and substantial experience.

Qualifications

• Knowledge of budgeting and financial analysis.
• Ability to collect, organize, and interpret financial and asset data.
• Experience producing reports and dashboards using Excel/Word.
• Strong communication with cross-functional teams.

Responsibilities

• Collects, analyzes, and maintains financial, application, license, and asset data to improve transparency.
• Assists with budget development, capital project tracking, and portfolio management.
• Prepares recurring and ad hoc financial and operational reports.
• Supports process improvements in financial management and cost allocation.

Skills

Budgeting

Financial analysis

Forecasting

Data analysis

Excel

Communication

Education

Bachelor’s degree

Master’s degree

CLGBO certification

Tools

Microsoft Excel

Microsoft Word

Job description

Department: Innovation and Technology Department

Salary: $89,552.00 - $128,730.99 Commensurate with Experience

Welcome to the City of Charlotte

Charlotte is America’s Queen City, opening her arms to a diverse and inclusive community of residents, businesses and visitors alike. Here you will find a safe, family-oriented city where people work together to help everyone thrive. The mission of the City of Charlotte is to deliver quality public services and promote the safety, health, and quality of life for all residents.

Our guiding principles include:

• Attracting and retaining a skilled and diverse workforce
• Valuing teamwork, openness, accountability, productivity, and employee development
• Providing all customers with courteous, responsive, accessible, and seamless quality services
• Taking initiative to identify, analyze, and solve problems
• Collaborating with stakeholders to make informed decisions

SUMMARY

Supports the development, monitoring, and management of the Innovation & Technology Department’s budget and technology portfolio. Collects, analyzes, and maintains financial, application, license, and technology asset data to improve transparency, accountability, and decision-making for the department. Assists with budget development, capital project tracking, technology portfolio management, and financial and operational reporting to support efficient and effective technology service delivery across City departments.

• Collects and maintains detailed information on applications, software licenses, and subscriptions used across City departments. Coordinates with I&T divisions and business units to validate usage, costs, ownership, and funding sources to support transparency in technology expenditures.
• Supports technology managers with portfolio tracking by maintaining accurate and up-to-date information on current and planned technology assets, including lifecycle stage, replacement timelines, and system dependencies.
• Assist the I&T Budget and Portfolio Manager with the preparation, monitoring, and forecasting of operating and capital budgets by compiling financial data, reconciling expenditures, identifying variances, and supporting managers in aligning spending with approved budgets and departmental priorities.
• Assists project owners in tracking and monitoring technology-related capital improvement projects by reviewing budgets, funding sources, and expenditures, and preparing summaries for project managers and City Administration.
• Prepares recurring and ad hoc financial and operational reports related to budget status, application costs, license usage, and portfolio health, ensuring accuracy, consistency, and clarity in reporting for the Department.
• Conducts research and analysis to support process improvements in financial management, technology portfolio tracking, and cost allocation, and recommends enhancements to tools, workflows, and data collection practices.
• Provides analytical support and professional judgment to identify data discrepancies, financial risks, or improvement opportunities, and escalates findings or recommendations as appropriate.
• Performs related duties as required.

Knowledge, Skills & Abilities:

• Knowledge of budgeting, financial analysis, forecasting, and budget monitoring principles, including operating and capital budgets.
• Skill in collecting, organizing, analyzing, and interpreting financial, operational, and technology-related data to support business decisions.
• Skill in preparing accurate reports, dashboards, presentations, and other materials for management and executive leadership using Microsoft Excel, Microsoft Word, and other business applications.
• Ability to establish and maintain effective working relationships with department leadership, project managers, financial staff, vendors, and representatives from City departments.
• Ability to communicate financial and technical information clearly and effectively, both verbally and in writing, to technical and non-technical audiences.
• Ability to identify opportunities to improve business processes, financial reporting, portfolio management, or operational efficiency through collaboration, innovation, and continuous improvement.

Minimum Qualifications

• High School Graduate or Equivalent and seven (7) years of related work experience
• OR
• 2 Year College Degree and five (5) years of related work experience
• OR
• Bachelor’s Level Degree and three (3) year of related work experience
• OR
• Master’s Level Degree and one (1) year of related work experience
• or an equivalent combination of education and relevant experience that provides the necessary knowledge, skills, and abilities to successfully perform the essential job duties.

Preferred Qualifications

• Bachelor’s degree in Finance, Business, Public Administration, Accounting, Information Technology, or a related field, and a minimum of three (3) years of experience in budget support, financial analysis, technology asset management, portfolio tracking, or related analytical work.
• Or
• Master’s degree in business administration, public policy, public administration, accounting, or a related field
• Certified Local Government Budget Officer (CLGBO) certification

CONDITIONS OF EMPLOYMENT

The City’s Background Check Policy requires background checks to be conducted on final internal or external candidate(s) applying for any position with the City of Charlotte. The type of information that will be collected as part of a background check includes, but is not limited to: reference checks, social security verification, education verification, criminal conviction record check, and, if applicable, a credit history check, sex offender registry and motor vehicle records check.

Background checks must be in compliance with all federal and state statutes, such as the Fair Credit Reporting Act (FCRA). The checks must be consistent with the guidelines set forth by these laws requiring organizations to obtain a candidate’s written authorization before obtaining a criminal background report, motor vehicle records check or credit report; and to properly store and dispose of information derived from such reports.

Final candidates must pass a pre-employment drug-screening test and physical examination. During the selection process, candidates may be asked to take a skills test, and/or participate in other assessments.

The City of Charlotte is an Equal Opportunity Employer and does not unlawfully discriminate on the basis of race, religion, color, sex, national origin, marital status, age, disability, sexual orientation, political affiliation or on the basis of actual or perceived gender as expressed through dress, appearance, or behavior.

Our culture is to serve the community honorably.

BENEFITS

The City of Charlotte provides a comprehensive benefits package to eligible employees.

Click here to learn more about the City of Charlotte’s benefits.

The City of Charlotte is a drug and alcohol-free workplace.