Financial Analysis Specialist (ALTSD #8845)

New Mexico Aging & Long-Term Services Department; Santa Fe (NM); On-site; USD 60,000 - 80,000; Full time

Job summary

The New Mexico Aging & Long-Term Services Department is seeking a Budget Manager to oversee budget operations and coordinate budget activities. This role demands strong budgeting principles knowledge and proficient use of Microsoft Excel and SHARE.

The ideal candidate will have a Bachelor's degree in finance or related fields along with four years of experience in budgeting or accounting. A valid New Mexico driver's license and a Defensive Driving Course Certificate are required.

Qualifications

• 4 years of directly related experience in budgeting, accounting, and/or auditing.
• Any combination of education and direct experience totaling 8 years may substitute for the required education and experience.
• Must possess a valid New Mexico driver's license.

Responsibilities

• Oversee and manage the activities of the ALTSD budget.
• Develop and maintain revenue and expense projections.
• Perform monthly payroll reconciliations.
• Assist in developing, coordinating, and completing the annual operating budget.
• Approve Personnel Action Forms and Compensation Action Forms for funding alignment.

Skills

Microsoft Excel

Budgeting principles

Communication skills

Experience with multiple funding sources

Education

Bachelor's degree in finance, accounting, economics, or business administration

Directly related experience in budgeting, accounting, and/or auditing

Tools

SHARE system

Job description

Under the direction and supervision of the Budget Director, this position oversees and manages the activities of the ALTSD budget and is responsible for the day-to-day coordination of budget operations in accordance with statutory regulations, policies, and procedures.

Responsibilities

• Develop and maintain revenue and expense projections, updating them bi-weekly with the most current information.
• Meet monthly with divisions, provide ongoing guidance to program staff on budget processes and requirements, and present completed projection reports to the Budget Director, Executive, and ASD Director upon request.
• Perform monthly payroll reconciliations to ensure employees are paid from the correct departments and grants.
• Prepare Budget Adjustment Requests (BARs) as needed and monitor budget activity through reports generated from SHARE.
• Monitor the internal purchase request email inbox, maintain personnel task profiles, and create new chart fields as needed.
• Assist in developing, coordinating, and completing the annual operating budget and appropriation request for submission to DFA State Budget Division and the Legislative Finance Committee, ensuring all statutory requirements and deadlines are met.
• Support the preparation of financial budgetary schedules and documentation for the annual financial and compliance audit.
• Approve Personnel Action Forms and Compensation Action Forms for funding alignment.
• Other projects as assigned.

Customers

Internal Aging and Long-Term Services Department Employees, Other State Agencies, and external Vendors.

Ideal Candidate

• Professional, courteous, civil, respectful, and able to provide open, honest, and thorough communication.
• Thorough understanding of the State of New Mexico Department of Finance and Administration (DFA) policies and procedures, budgeting principles, and budget standards.
• Experience in Microsoft Excel and SHARE system.
• Experience with multiple funding sources.
• Experience in submitting journal entries and budget adjustment requests.
• Bachelor's degree in finance, accounting, economics, or business administration and four (4) years of directly related experience in budgeting, accounting, and/or auditing. Any combination of education from an accredited college or university in a related field and/or direct experience in this occupation totaling eight (8) years may substitute for the required education and experience. For use at the State Investment Council only: any budgeting, accounting, and/or auditing experience is acceptable.

Employment Requirements

• Must possess a valid New Mexico driver's license.
• Must possess and maintain a current Defensive Driving Course Certificate from the State of New Mexico or must pass and receive Defensive Driving Course Certification within 90 days of employment.

Working Conditions

Work is performed in an office setting with exposure to Visual/Video Display Terminal (VDT) and extensive personal computer and phone usage. Some sitting, standing, bending and reaching may be required. Some occasional travel is required for meetings and conferences. Ability to lift 25 lbs.

Bargaining Unit Position

This position is not covered by a collective bargaining agreement.