Budget and Technology Portfolio Analyst

City of Charlotte; United States; On-site; USD 90,000 - 129,000; Full time

Job summary

The City of Charlotte’s Innovation & Technology Department seeks a skilled budget and portfolio analyst to support development, monitoring and management of the department's budget and technology portfolio. The role collects, analyzes and maintains financial, application, license and technology asset data to improve transparency, accountability and decision-making across city departments.

You will assist with budget development, capital project tracking, technology portfolio management, and

Qualifications

• Knowledge of budgeting, financial analysis, forecasting and budget monitoring principles.
• Ability to prepare accurate reports, dashboards, presentations, and other materials for management using Excel/Word.
• Strong communication and collaboration skills in cross-functional environments.

Responsibilities

• Supports 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 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.

Skills

Budgeting

Financial analysis

Forecasting

Budget monitoring

Report writing

Excel

Communication

Collaboration

Education

Bachelor's degree in Finance, Business, Public Administration, Accounting, Information Technology, or related field

Master's degree in business administration, public policy, public administration, accounting, or related field

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. Federal law requires employers to provide reasonable accommodations to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job. You are welcome to visit the City of Charlotte Human Resources Department lobby, where self-service application kiosks are available. They are located in our office at 700 East 4th Street, Suite 200, Charlotte, NC 28202. We are open Monday through Friday, from 9:30 a.m. to 3:30 p.m. (EST), excluding official City holidays. For questions about your application or the hiring process, please email [e-mail]. The City of Charlotte is committed to making our services and programs accessible to all. Upon request, auxiliary aids, written materials in alternate formats, language access, and other reasonable accommodations or modifications will be provided. To make a request, please fill out the Innovation & Technology ADA request form or call 704.336.4120.

BENEFITS

The City of Charlotte provides a comprehensive benefits package to eligible employees. The City of Charlotte is a drug and alcohol-free workplace.

Our Mission

When you join the City of Charlotte, you become part of Team Charlotte — a dedicated group of professionals working together to make a meaningful impact on our community and its future. The City of Charlotte has more than 8,000 employees working across 19 departments to serve close to 1 million residents. From public safety and clean water to transportation, housing and an international airport, our teams deliver essential services to keep Charlotte connected, safe and empowered with opportunity for all. As public servants, we are guided by a clear mission: to be committed to exceptional service every day. No matter the department or role, every team member plays a part in helping our city grow, thrive and meet the needs of those who rely on us. We are a values-driven organization, working collaboratively, acting with integrity and delivering reliable results. We embrace a forward-thinking mindset, encouraging curiosity, innovation and continuous improvement. The City of Charlotte is committed to making our services and programs accessible to all. Upon request, auxiliary aids, written materials in alternate formats, language access, and other reasonable accommodations or modifications will be provided. To make a request, please fill out the Innovation & Technology ADA request form or call 704.336.4120.