Budget Analyst II

Budget Analyst II- Performs complex examination, reviews and financial analysis of Agency operating budgets in both CAPPS Financials and USAS to process agency procurement and payment transactions. Reviews, and analyzes operating budgets to ensure budgeted amounts are available for procurement and payment transactions on budget documents, including requisitions, payment vouchers, purchase orders and other financial documents.

Approves or disapproves requisition and purchase orders for the ordering of supplies, goods and services for assigned divisions. Budget checks requisitions for further processing. Researches and resolves budget issues and errors on financial transactions, including encumbrances and expenditures.

Provides data and other information to management, budget, and program staff on agency budgets that require revision in CAPPS to process requisitions, purchase orders and expenditures. Ensures assets are assigned appropriately. Assists with compiling statistics and reports on procurement activities.

Provides technical assistance and facilitates training, includes preparing training documents for agency staff on requisitions processes. Provides information to department staff on budgetary matters related to requisitions and purchase order processing. Uses a variety of software applications including USAS, HHSAS, CAPPS Financials, Microsoft Office to perform essential job functions.

Prepares ad hoc reports requested by management, program, and budget staff. Works under general supervision with moderate latitude for the use of initiative and independent judgment. Performs other duties as assigned.

This position may be eligible for Teleworking. Essential Job Functions:

Essential Job Functions:

EJF 1: Coordinates chartfield coding on invoices, requisitions, purchase orders & travel vouchers. Approves or disapproves requisitions & purchase orders for ordering of supplies, goods & services for assigned divisions. Reviews & analyzes operating budget ledgers to validate availability of funds prior to chartfield coding and approval of requisitions. Reviews documentation & descriptions to ensure items ordered meet established agency guidelines. Reviews & certifies fund availability and chartfield coding elements are correct and the use of funds is appropriate. Ensure that chartfield coding structures accurately reflect the organizational, legislative & reporting needs. Verify procurements are charged to the correct division, program activity codes, & budget funding source. Works closely with the asset team to ensure assets are appropriately identified on procurement transactions. Validate that cost pool items ordered are included in the approved Cost Pool List. Identify & communicate funding issues to budget & program management. Uses software applications including USAS, HHSAS, CAPPS Financials, Excel, & Word to process transactions (35%). EJF 2: Resolves budget issues related to overages of encumbrances & expenditures as needed. Researches & makes correction for budget errors on payment vouchers, requisitions, purchase orders & other financial documents. Verifies budget documents are using appropriate chartfield information & ensures budget ledgers have sufficient funding available for processing transactions. Collaborates with senior budget analysts to address funding issues on procurement & payment transactions & to resolve budget errors. Communicates appropriate funding & chartfield data to accounting & purchasing to correct budget errors on financial transactions (20%). EJF 3: Works with program & budget staff to ensure funding sources are allocated correctly on procurement requests. Provides data & other information to management, budget, & program staff on agency budgets that require revision in CAPPS financials & USAS to process requisitions, purchase orders & payments. Uses Microsoft Access/Excel/Word &, HHSAS to perform essential job functions (15%). EJF 4: Assists with the preparation & reporting of requisition processing performance measures for management review. Compiles financial statistics & reports related to requisitions processing for review by management & budget staff. Assists with the preparation of ad hoc reports requested by management, department staff & budget staff on procurement transactions (10%). EJF 5: Serves as resource to agency staff an provides technical advice & assistance to agency managers & other staff on E-Procurement processing of requisitions & purchase order transactions including the requisition entry & requisition approval processes. Assists with preparation & development of training materials for financial modules to include requisitions & purchase order adjustments. Develops & prepares slide presentations & supporting documents such as handouts, flowcharts & other documents needed to identify the processes. Facilitates & provides training to agency staff as required (10%). EJF 6: Participates in weekly meetings conducted by HHSC purchasing on changes in processing requisitions & other procurements. Attends workgroups as requested by the manager. Prepares documents & communicates changes in procurement policies, procedures & methods to agency staff as required. Updates the distribution list for the requisition workgroup as needed. Updates the distribution list for the requisition workgroup as needed. Performs other financial duties as assigned (5%). EJF 7: Performs related duties as assigned that include but are not limited to actively participating and/or serving in a supporting role to meet the agency's obligations for disaster response and/or recovery or continuity of operations (COOP) activation. Such participation may require an alternate shift pattern assignment and/or location.(5%)

Knowledge Skills Abilities:

Knowledge of state accounting and budgetary procedures.

Knowledge of legal restrictions governing the allocation of funds.

Skills in computer software including, but not limited to Excel, Access, HHSAS, PeopleSoft and other governmental financial applications.

Skills in monitoring and analyzing operating budgets.

Skills in preparing financial reports and performing financial analysis.

Skill in processing financial transactions.

Skill with coding expenditures using chartfield and chart of account information.

Ability to follow oral and written instructions.

Ability to prepare clear, concise and accurate financial reports and schedules.

Ability to analyze financial data.

Ability to prioritize assignments and meet work deadlines.

Ability to communicate effectively verbally and in writing.

Ability to establish and maintain effective working relationships with employees, other agencies, and the public.

Ability to prepare and present training presentations.

Registration or Licensure Requirements:

None. Initial Selection Criteria:

Experience with accounting, budgeting or financial processes. Experience with software applications such as Microsoft office (Excel, Access, PowerPoint) or other automated systems. Additional Information:

Additional Information: Flexibility in work hours, including overtime and or extended hours may be required for this position.

An in-basket exercise using a 10-key and Excel exercise will be given. Internet connection required for daily work. Telecommute based on management/division guidelines.

HHS Military Crosswalk

• Block "D" Note: Military occupation(s) that relate to the initial selection criteria and registration or licensure requirements for this position may include: 36B, LS, SK, 3451, 6F0X1. For more information see the Texas State Auditor's Military Crosswalk at http://www.hr.sao.state.tx.us/Compensation/JobDescriptions.aspx.

HHS agencies use E-Verify. You must bring your I-9 documentation with you on your first day of work.

I-9 Form

• Click here to download the I-9 form.

In compliance with the Americans with Disabilities Act (ADA), HHS agencies will provide reasonable accommodation during the hiring and selection process for qualified individuals with a disability. If you need assistance completing the on-line application, contact the HHS Employee Service Center at 1-888-894-4747. If you are contacted for an interview and need accommodation to participate in the interview process, please notify the person scheduling the interview.

MOS Code:

36B, LS, SK, 3451, 6F0X1

HHS agencies use E-Verify. You must bring your I-9 documentation with you on your first day of work.

I-9 Form

• Click here to download the I-9 form.

In compliance with the Americans with Disabilities Act (ADA), HHS agencies will provide reasonable accommodation during the hiring and selection process for qualified individuals with a disability. If you need assistance completing the on-line application, contact the HHS Employee Service Center at 1-888-894-4747. If you are contacted for an interview and need accommodation to participate in the interview process, please notify the person scheduling the interview.

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