Budget/Business Analyst

City of Roanoke, Virginia; Roanoke (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

The City of Roanoke is seeking a Budget/Business Analyst in the Department of Management and Budget to develop and evaluate operating and capital budgets and to optimize procedures across City departments.

The successful candidate will assist in the development, preparation, publication and monitoring of the annual operating and grants budget, capital improvement program and capital maintenance and equipment replacement program.

Qualifications

• Bachelor's degree and 3–5 years of related experience and/or training in budget analysis, capital projects, and accounting principles.
• Ability to stay current with changes in applicable standards.

Responsibilities

• Budget Development & Monitoring: create, prepare, and track the annual operating budget, grants, capital plans, and equipment replacement programs.
• Support Departments: assist departments in budgeting, tracking expenditures and revenues, and liaising with City Manager’s Office.
• Data Analysis & Reporting: analyze trends and prepare analytical reports for review.
• Presentations: present findings and recommendations to committees and leadership.
• Project Management: track capital project expenditures and revenue using the Oracle Project Management system.

Skills

Interpersonal skills

Technical writing

Process re-engineering

Budget analysis

Education

Bachelor's degree in business administration, finance, project management, accounting, or related field

Tools

Oracle Project Management

Job description

The City of Roanoke is seeking a Budget/Business Analyst in the Department of Management and Budget to develop and evaluate operating and capital budgets and operational methods and procedures of all City departments. The successful candidate will assist in the development, preparation, publication and monitoring of the annual operating and grants budget, capital improvement program and capital maintenance and equipment replacement program. They will also develop and analyze financial trend information and prepare related analytical reports for review.

Bachelor's degree from an accredited four-year college or university in business administration, finance, project management, accounting, or a related field. Three to five years of related experience and/or training, or any equivalent combination of education and experience with capital projects, capital assets, project management, and accounting principles and practices, including the ability to stay current with changes in applicable standards.

The City of Roanoke is an Equal Employment Opportunity/AA/M/F/Disability Employer.

To elevate the performance of the organization, we are committed to respecting, celebrating, and embracing the collective mixture of differences and similarities between our employees as a rich tapestry. Our behaviors will demonstrate open communication, and we will seek opportunities to learn, recognizing and rewarding actions that promote acceptance while suspending judgment. By doing this, we will foster an inclusive, open work environment that delivers excellent service and creates a more vibrant and inviting community.

This is an exempt position.

SUMMARY Performs a wide variety of activities focused on analysis and re-engineering of business processes to maximize quality of service and cost effectiveness from the perspective of budget planning and monitoring or the advancement of technology. Bachelor's degree from an accredited four-year college or university in business administration, finance, project management, accounting, or a related field. Three to five years of related experience and/or training, or any equivalent combination of education and experience with capital projects, capital assets, project management, and accounting principles and practices, including the ability to stay current with changes in applicable standards.

ESSENTIAL DUTIES AND RESPONSIBILITIES include some or all of the following. Other duties may be assigned.

Budget Analyst Role Overview

• Budget Development & Monitoring: Help create, prepare, and track the annual operating budget, grants, capital improvement plans, and equipment replacement programs.
• Support Departments: Work with departmentson tracking expenditures, revenues, andsupportthem on how to budget and plan for the next fiscal year. Additionally, act as a liaisonbetweenthe division of management and budgetand the City Manager’s Office.
• Data Analysis & Reporting:Analyze trends and prepare reports for review, highlighting important budget and operational insights.
• Presentations:Present findings and recommendations both in writing and verbally, integrating strategic planning into the budgeting processfor different committees, departments, leadership, etc.
• Project Management: Collaborate with departments to track capital project expenditures and revenue using the Oracle Project Management system. Additionally, transfer funding between projects after receiving supervisor approval.

Pre-Budget Development Responsibilities(Yearly)

• Track department expenditures, revenues, and buildtrends
• Coordinate with departments on expenditure monitoring – meeting once a month (required)
• Prepare expenditure reports quarterly, informing the supervisor of department spending and issuesmonthly (required)
• Participate in the new hire orientation presentation
• Sign up for training related to Government budgeting – continuing education (required) (online-ONLY – unless approved by supervisor for offsite)
• Train the departments of the Oracle platform,when needed
• Coordinate with the accounting staff on discrepancies in the department's expenditures
• Reconciletheadopted budget with the current budgetquarterlyand communicate with departments on differences
• Assistwith reconcilingpurchase orders and P-Card transactions to ensure departments are aware of their encumbrances and charges
• Assistaccounting staff intheYear-end process
• Educate departments on account coding
• Join committees, boards, and commissions (recommended) as part of continuing education

Budget Development Responsibilities(Seasonal)

• Present to the budget committee on department spending toassistwith next fiscal year’s budgeting
• Assistdepartments in preparing the budget for the budget committee
• Attend community meetings andassistin prep workrequired
• Attend budget presentations and public hearings
• Assistin responding to City Council questions
• Review externalagencies'applications
• Prepare analysis reports on expenditures, personnel, revenues, etc.,forthebudget committee
• Assistin budgeting for General Fund grant match items needed for the next fiscal year
• Assistin personnel budgeting and reconciling positions
• Assistinthepreparation ofthecapital improvement program plan andworkwith project managers
• Assistin revenue and expenditure projections
• Assistin updating the Finance Website and posting budget materials, when needed
• Prepare budget documentitems, ordinances, reports,presentations, etc., as assigned by your supervisor.Examples include.
  • Fee compendium department updates
  • External agency letters
  • Review the GFOA criteria
  • Follow up with departments on budget requests
  • Budget document sections

• Budget Advertisements
• Council reports
• Presentations to City Council, when needed
• Work over 40 hoursa weekin preparation for adopting the budget (required)

SUPERVISORY RESPONSIBILITIES May be called upon to act in a leadership role for specific projects but does not have regular supervisory duties.

QUALIFICATIONS To perform this job successfully, an individual must be have strong interpersonal and technical writing skills, a detailed knowledge of process re-engineering and proven technical ability. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE Bachelor's degree from four-year college or university and three to five years related experience and/or training or any equivalent combination of education and experience.

LANGUAGE SKILLS Ability to read, analyze, and interpret complex documents. Ability to respond effectively to sensitive inquiries or complaints orally and in writing. Ability to make effective and persuasive presentations on controversial or complex topics to city council, management, public groups, and/or boards of directors. Ability to negotiate and resolve conflicts. Ability to organize, direct and coordinate a complete range of administrative activities obtaining maximum efficiency.

REASONING ABILITY Ability to apply principles of logical or scientific thinking to a wide range of problems. Ability to deal with complex problems or issues. Ability to interpret an extensive variety of technical information and deal with several abstract and concrete variables. Ability to formulate a vision and develop practical courses of action to accomplish goals. Ability to identify key stakeholders and create teams to solve complex issues. Ability to think strategically.

CERTIFICATES, LICENSES, REGISTRATIONS Must possess a valid appropriate driver's permit issued by the Commonwealth of Virginia.

PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include ability to adjust focus.

WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

This is a job description and not an individualized position description. A job description defines the general character and scope of duties and responsibilities of all positions in a job classification, but it is not intended to describe and does not necessarily list the essential job functions for a given position in a classification.