Budget & Management Analyst I-III

City of San Antonio; San Antonio (TX); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Subsidized health care benefits

Pension program participation

Life insurance

Job summary

The City of San Antonio is seeking a Budget & Management Analyst to join the Finance department to plan, analyze, and monitor budgets across city departments and outside agencies. You will develop the five-year financial forecast and prepare annual revenue and expenditure budgets for assigned programs.

This role involves preparing written reports and presentations for the City Manager and City Council, coordinating budget initiatives, and ensuring compliance with regulations.

Qualifications

• Bachelor's degree in Public or Business Administration or closely related field.
• Two years of organizational and management analysis or governmental budgeting experience (for Analyst II).
• Three years of increasingly responsible experience (for Analyst III); minimum for senior level.

Responsibilities

• Prepares and administers annual revenue and expenditure budgets and the five year financial forecast for an assigned group of departments or outside agencies.
• Monitors expenditures to ensure compliance with appropriations and regulations.
• Prepares reports and presentations for City Manager and City Council on budgets and performance.
• Attends meetings with department representatives and city officials to resolve budget issues.

Skills

Budget analysis

Report writing

Public administration knowledge

Communication skills

Education

Bachelor's Degree in Public or Business Administration

Bachelor's Degree in Finance or related field

Tools

Microsoft Office

Microsoft Excel

Job description

Job Summary

Under general direction, is responsible for performing professional level work involving the planning, analysis, and monitoring of municipal or outside agencies' operations which may include revenue and expenditure elements of the annual and six-year capital budget; preparing the annual five year financial forecast; and completing special projects as assigned. Working conditions are primarily inside an office environment. Depending on the position/level, may exercise supervision.

Position Levels

Budget & Management Analyst I: Hourly: $25.35 - $38.03

Budget & Management Analyst II: Salary: $64,097.02 - $96,145.66 Annually

Budget & Management Analyst III: Salary: $70,666.96 - $106,000.44 Annually

Work Location

City Tower - 100 West Houston Street, San Antonio, TX 78205

Work Schedule

8:30 AM - 5:30 PM; Monday - Friday. Occasional weekends and holidays

FLSA DEPENDENT UPON POSITION**

Essential Job Functions

Budget & Management Analyst I

• Prepares and administers annual revenue and expenditure budgets and the five year financial forecast for an assigned group of departments or outside agencies.
• Monitors departmental and agency expenditures to insure compliance with approved appropriations and pertinent local, State, and Federal regulations.
• Prepares written reports and oral presentations on project results and budget recommendations.
• Prepares quarterly status reports for the City Manager and City Council on status of pre-selected performance measures, revenue collections, and expenditures.
• Attends meetings with department representatives, department heads, City Manager, and City Council when resolving annual budget; attends public hearings on budget process.
• Analyzes requests for budget adjustments and provides recommendations to Budget Manager on approval of request.
• Analyzes departmental budget submissions for accuracy and appropriateness, provides written recommendations to management on departmental requests for program improvements, and when necessary, mandates reductions to service; works with departments to resolve budget concerns.
• Coordinates preparation and development of monthly and quarterly financial reporting and develops explanations of variances between budgeted and actual revenues and expenditures; evaluates departmental revenue and expenditure estimates and makes necessary adjustments.
• Reviews, analyzes and makes recommendations regarding the fiscal information contained in departmental memos requesting City Council action.
• Coordinates and monitors the implementation of new budget initiatives adopted by City Council; compiles and reviews implementation plans and monthly status updates.
• Coordinates preparation and publication of proposed and adopted budget documents.
• Develops detailed narrative explanations of changes in departmental budgets.
• Performs related duties and fulfills responsibilities as required.

Budget & Management Analyst II

• Prepares and administers and may direct annual revenue and expenditure budgets and the five year financial forecast for an assigned group of departments or outside agencies.
• Monitors departmental and agency expenditures to ensure compliance with approved appropriations and pertinent local, State, and Federal regulations.
• Prepares written reports and oral presentations on project results and budget recommendations.
• Prepares quarterly status reports for City Manager and City Council on status of pre-selected performance measures, revenue collections, and expenditures.
• Attends meetings with department representatives, department heads, City Manager, and City Council when resolving annual budget; attends public hearings on budget process.
• Analyzes requests for budget adjustments and provides recommendations to Budget Manager on approval of request; identifies fund condition and/or issues and recommends solutions.
• Analyzes departmental budget submissions for accuracy and appropriateness, provides written recommendations to management on departmental requests for program improvements, and when necessary, mandates reductions to service; works with departments to resolve budget concerns.
• Demonstrates continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively and jointly to provide quality customer service.
• Coordinates preparation and development of monthly and quarterly financial reporting and develops explanations of variances between budgeted and actual revenues and expenditures; evaluates departmental revenue and expenditure estimates and makes necessary adjustments.
• Reviews, analyzes and makes recommendations regarding fiscal information contained in departmental memos requesting City Council action.
• Coordinates and monitors the implementation of new budget initiatives adopted by City Council; compiles and reviews implementation plans and monthly status updates.
• Coordinates preparation and publication of proposed and adopted budget documents.
• Develops detailed narrative explanations of changes in departmental budgets.
• Performs related duties and fulfills responsibilities as required.

Budget & Management Analyst III

• Prepares, administers, and may direct annual revenue and expenditure budgets and the five-year financial forecast for an assigned group of departments or outside agencies.
• Plans, directs, and evaluates the work of assigned staff. Assists in selecting, motivating, and evaluating department staff; provides or coordinates training and works with employees to correct deficiencies; assists in implementing and administering disciplinary and termination procedures.
• Monitors and may direct departmental and agency expenditures to ensure compliance with approved appropriations and pertinent local, State, and Federal regulations.
• Prepares and may direct preparation and delivery of written reports and oral presentations to City Manager, Executive Leadership Team and Department Directors; coordinates and prepares reports and correspondence in response to requests for information.
• Collaborates with managers to review strategic direction and conceptualizes and executes visual communication materials and/or graphics that meet objectives.
• Prepares and may direct quarterly status reports for City Manager and City Council on status of pre-selected performance measures, revenue collections, and expenditures.
• Attends meetings with department representatives, department heads, City Manager, and City Council when resolving annual budget; attends public hearings on budget process.
• Analyzes requests for budget adjustments and provides recommendations to Budget Manager on approval of request; identifies fund condition and/or issues and recommends solutions.
• Analyzes departmental budget submissions for accuracy and appropriateness, provides written recommendations to management on departmental requests for program improvements, and when necessary, mandates reductions to service; works with departments to resolve budget concerns.
• Demonstrates continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively and jointly to provide quality customer service.
• Coordinates and may direct preparation and development of monthly and quarterly financial reporting and develops explanations of variances between budgeted and actual revenues and expenditures; evaluates departmental revenue and expenditure estimates and makes necessary adjustments.
• Reviews, analyzes, and makes recommendations regarding fiscal information contained in departmental memos requesting City Council action.
• Coordinates and monitors the implementation of new budget initiatives adopted by City Council; compiles and reviews implementation plans and monthly status updates.
• Assists with department performance reviews and monitors and evaluates performance measures and other research studies designed to improve departmental efficiency and effectiveness of services delivered.
• Directs preparation and publication of proposed and adopted budget documents.
• Develops and may direct detailed narrative explanations of changes in departmental budgets.
• Assists in preparation and administration of employee training programs.
• Performs related duties and fulfills responsibilities as required.

Job Requirements

Budget & Management Analyst I

• Bachelor's Degree from an accredited college or university with coursework in Public or Business Administration, Finance, Accounting, or other related field.

Budget & Management Analyst II

• Bachelor's Degree from an accredited college or university with coursework in Public or Business Administration, Finance, Accounting, or other related field.
• Two (2) years' experience in organizational and management analysis or governmental accounting and budgeting procedures.

Budget & Management Analyst III

• Bachelor's Degree from an accredited college or university with coursework in Public or Business Administration, Finance, Accounting, or other related field.
• Three (3) years of increasingly responsible experience in organizational and management analysis or governmental accounting and budgeting procedures.

Preferred Qualifications

• Proficient in Microsoft Office
• Professional experience working with Microsoft Excel
• Experience working with large data sets to create reports

Applicant Information

• Unless otherwise stated, applicants are permitted to substitute two years of related full-time experience for one year of higher education or one year of related higher education for two years of experience in order to meet the minimum requirements of the job. One year of full-time experience is defined as 30 or more hours worked per week for 12 months. One year of higher education is defined as 30 credit hours completed at an accredited college or university.
• Applicants selected for employment with the City of San Antonio in this position must receive satisfactory results from pre-employment drug testing and background checks. If required for the position, a physical, motor vehicle record evaluation, and additional background checks may be conducted.
• Please be advised that if selected for this position, information regarding employment history as it relates to the qualifications of the position will be needed for employment verification. Applicants claiming military service to meet the experience requirement for this position may attach a DD214 to the application.
• If selected for this position, official transcripts, diplomas, certifications, and licenses must be submitted at the time of processing. Unofficial transcripts and copies of other relevant documents may be attached to the application for consideration in advance.

Knowledge, Skills, And Abilities

• Knowledge of theory, practices, procedures, and methods of budget preparation and administration
• Knowledge of general report writing procedures and techniques
• Knowledge of principles and practices of supervision, training, and personnel management
• Knowledge of computer-based accounting and financial record keeping systems
• Knowledge of applicable Federal, State, and local laws and ordinances
• Knowledge of modern office procedures and practices
• Knowledge of basic mathematics and statistics
• Skill in utilizing a personal computer and associated software programs
• Ability to analyze problems and suggest practical solutions
• Ability to interpret legal documents and reports
• Ability to communicate clearly and effectively
• Ability to develop clear and concise reports
• Ability to organize information in logical sequences
• Ability to establish and maintain effective working relationships with City staff and the general public
• Ability to perform all the essential functions of the position, with or without accommodations
• Ability to work primarily in an office environment

Benefits Information

The City of San Antonio (CoSA) strives to provide a competitive compensation and benefit package to attract and retain a highly skilled workforce. To accomplish this, CoSA offers subsidized health care benefits for active and retired employees, paid disability benefits, paid life insurance, as well as automatic participation in a pension program which is currently matched two to one.

For more detailed information, please view Benefits offered by the City of San Antonio: http://www.sanantonio.gov/hr/employee_information/benefits/index.asp

• Part-Time, Temporary, and non-City positions are not eligible for CoSA Benefits.
• Holiday and Leave benefits for Pre-K 4 SA positions may be different than what is listed at the above link.

Additional Information

The City Of San Antonio is an Equal Opportunity/Reasonable Accommodation Employer. This means that the City does not discriminate on the basis of race, religion, sex (gender), age, disability, national origin, genetic information, or sexual orientation. All individuals are encouraged to apply and compete for jobs with the City of San Antonio. If you require assistance at any stage of the application process due to a disability, please contact the Human Resources Department so that accommodations may be made to meet your needs. Our telephone number is 210-207-8705 and our fax number is 210-207-2285.