Budget & Management Analyst III

Job Summary

Under general direction, is responsible for performing advanced analytical assignments involving the preparation and monitoring of revenue and expenditure elements of the annual and six-year capital budget, annual five-year financial forecast, and trial budget, and

completing special projects as assigned. Exercises direct supervision over assigned staff.

Work Location

100 W Houston San Antonio, TX 78205

Work Schedule

Monday - Friday 8:30 AM - 5:30 PM, occasional weekends & evenings needed

Essential Job Functions

• 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.

• Assists in the department's implementation and administration of information technology projects, particularly the SAP upgrade. Supports planning, execution, staff activities and trainings in SAP.

• Performs related duties and fulfills responsibilities as required.

Job Requirements

• 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

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

• Proficient in Microsoft Office

• Experience working with large data sets using Excel

• One year of supervisory experience

• One year experience with SAP or other ERP system for a large organization

Applicant Information

• 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.

• 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.

• 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.

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