Financial/Budget Analyst

JOB SUMMARY

JOB SUMMARY

The Financial/Budget Analyst, under general direction of the Assistant Director of Finance, is responsible for assisting with development, compilation, implementation, and monitoring of the City's Annual Budget; to include providing financial and statistical reports. Work involves analysis of data and preparation of schedules, graphs, charts and reports in support of the annual budget.

ESSENTIAL FUNCTIONS AND DECISION MAKING

ESSENTIAL FUNCTIONS

1.Participates in the preparation of the annual operating budget by gathering, analyzing, or preparing supporting documentation. Compiles the budget information into a format suitable for presentation of the proposed budget to the City Manager and City Council.

2.Analyzes departmental budget submissions and mid-year projections for reasonableness, completeness and accuracy; and provides recommendations to management on departmental requests; works with departments to resolve budget concerns and inquiries.

3.Reviews and analyzes monthly operating budget expenditure and accounting reports to examine trends, ensure compliance with approved budget, and for maintaining consistency with the chart of accounts.

4.Compiles reports by researching and gathering data; reviewing financial information and budgets; and analyzing financial and statistical data.

5.Develops the annual salary and benefit projections for budget and monitors personnel expenses throughout the year.

6.Attends meetings with department representatives, department heads, City Manager, and City Council when resolving the annual budget; attends public hearings on the budget and tax rate.

7.Prepares budget information in a presentation format that meets standards set by the GFOA Distinguished Budget Presentation Awards program.

8.Assists departments in preparing line-item or program budget components and summary of services.

9.Assists with the preparation of the long-range financial forecast.

10. Reviews and submits recommendation for approval of budget transfer requests by departments and enters approved requests into the financial system.

11. Monitors, analyzes, and forecasts revenues including taxes, fees and charges for services. Utilize statistical methods to determine future financial impacts of revenue trends.

12. 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 make recommendations for necessary adjustments.

13. Perform any other related duties as required or assigned.

MINIMUM QUALIFICATIONS (Salary is dependent upon qualifications)

MINIMUM QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, Business, or Public Administration or closely related field from an accredited college or university

• Minimum of three (3) years of professional experience in financial or budget analysis, preferably in municipal government or similar environment.

PREFERRED QUALIFICATIONS

• Certified Government Finance Officer (CGFO) desired.

CORE COMPETENCIES AND PHYSICAL DEMANDS

jOB DIMENSIONS

• Knowledge of governmental structure and leadership.

• Knowledge of fiscal impact, statistical and financial analysis techniques.

• Experience with budget preparation, controls, and legal requirements and practices.

• Ability to analyze and evaluate information; present data in an accurate, unbiased and effective manner and use independent judgment to make recommendations.

• Strong analytical skills, including data analysis and reporting data and information in an accurate, unbiased and effective manner.

• Skilled in effective time management and resource utilization.

• Advanced Microsoft Excel skills, including the ability to calculate, tabulate and analyze data.

• Proficient with Microsoft Office applications; strong skills in Word and PowerPoint.

• Strong communication skills- both verbal and written.

• Ability to organize and prioritize work load in order to meet deadlines.

• Ability to work independently in the absence of specific instructions or supervision by following verbal and/or written instructions effectively.

• Ability to manage multiple projects at one time, able to act quickly to changing situations that may adversely affect previous plans, schedules and routines.

• Ability to prepare reports, proposals, plans, and recommendations.

• Ability to utilize independent judgment to make sound recommendations.

• Ability to establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work, including all levels of employees and management and assist in providing solutions to projects and tasks.

• Demonstrate accuracy and thoroughness and look for ways to improve and promote quality of work.

PHYSICAL DEMAND

While performing the functions of this job, the employee is regularly required to sit, use hands to finger, handle, or feel, talk or hear; occasionally required to stand, walk, reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision; and color vision.

The City of San Marcos offers its employees a broad range of benefits to enhance their personal and occupational lives. We are committed to a total rewards strategy that provides employees with competitive compensation, comprehensive benefits, and an environment that supports a healthy work/life balance.

View Our Benefits Guide.

BENEFITS

Medical, Dental & Vision Coverage

• United Healthcare

• Choice Plus PPO Plan

• Prescription Drug Plan

• Wellness Initiatives

• Virtual Doctor Visits 24/7

• Dental Plan

Davis Vision Insurance

• Base Vision Plan

• Premium Vision Plan

• Laser Vision Correction discounts

Retirement

• Texas Municipal Retirement System (TMRS)
• Mission Square Retirement Corporation - optional 457-deferred compensation plan & Roth IRA

ADDITIONAL BENEFITS

• Flexible Spending Accounts

• City paid Life and AD&D Insurance

• Voluntary Life, AD&D and Long Term Disability insurance

• Employee Assistance Program

• Vacation

• Sick Leave

• Holidays

• Longevity Pay

• Tuition Reimbursement

• Activity Center Membership

• Direct Deposit

The City of San Marcos strives to provide employees with an opportunity for a flexible and positive work/life balance. Employees in eligible positions are offered remote telework options of up to two days per week or 40% of an employee's scheduled work hours. Remote telework eligibility will be determined by department directors to ensure the City provides quality services.

01

Do you possess a Bachelor's Degree in Accounting, Finance, Business, or Public Administration or a closely related field from an accredited college or university?

• Yes

• No

02

Do you have a minimum of three years of professional experience in financial or budget analysis?

• Yes

• No

03

Do you have professional experience in financial or budget analysis in municipal government or a similar environment? Describe briefly.

04

Are you currently a Certified Government Finance Officer?

• Yes

• No

Required Question

Agency City of San Marcos, TX

Address 630 East Hopkins

San Marcos, Texas, 78666

Phone 512-393-8060

Website http://sanmarcostx.gov/jobs