Senior Budget Analyst

  • City of Costa Mesa, CA
  • Costa Mesa, California
  • Jun 04, 2022
Full Time Accounting and Finance Administrative Analysis and Research
  • Salary: $91,284.00 - $122,304.00 Annually USD

Job Description

Description

This is a professional/technical position involving detailed, challenging and advanced work in providing complex analysis, reporting, reviewing, researching, developing, implementing and administration of budgetary and management reporting systems.

CLASS CHARACTERISTICS:

Work involves complex financial and statistical analyses, studies, and reports; advanced development of budgetary systems; development of efficient and effective work measurement systems; and preparation of financial justifications. Work also involves research and development of: work simplification systems; improved and new sources of revenue; expense reduction and cost control systems. Other duties will include responsibility for: cost and benefit analysis of various proposals arising out of labor negotiations; cost versus benefit justification analysis and review of various budget requests; program and special fund cost analysis; and assisting in preparing cost and statistical analyses required for presentation to staff, departments, City Manager and the City Council. The Senior Budget Analyst position is distinguished from the Budget Analyst position by the difficulty, scope, complexity, and autonomy of the work performed. Work is performed under the general direction of the Budget and Purchasing Manager, Finance Director, and/or Assistant Finance Director, and is reviewed through conferences and reports. May provide functional or lead supervision to professional, technical or administrative staff.

CONFIDENTIAL EMPLOYEE DESIGNATION:

An employee in this classification may have access to decisions or the decision-making process of the City concerning matters related to labor negotiations and employer-employee relations and may have access to or may prepare confidential materials and/or information and/or recommendations on behalf of the City in matters relating to labor negotiations and employer-employee relations.

APPLICATION AND SELECTION PROCESS:

Applications must be completed and submitted online. This recruitment will remain open until filled and may close without prior notice, therefore prompt application is encouraged.

First application review date is Friday, April 29, 2022.

Candidates are requested to provide specific information regarding their education and experience as it relates to the position by completing all fields of the application. Applications may be rejected if incomplete . Do not include "see attached resume" in your responses, as they will not be accepted or reviewed in the application process.

Based upon the information presented on the application, a limited number of candidates who possess qualifications most pertinent to the position will be invited to participate in the selection process. The selection process may include, but is not limited to the following components: application review and evaluation, written examination or exercise, physical examination, practical exercise and interview evaluation. Please notify the Human Resources Division 72 hours in advance of the test date if you have a disability which requires accommodation for the testing process. The eligibility list will be in effect for one (1) year, unless exhausted sooner. The eligibility list established from this recruitment may be utilized to fill other lower level vacancies which occur during the life of the list.

It is recommended you use a personal email address on your application instead of a work email address. Notifications during this recruitment will be sent by email only (regardless of the notification preference selected during the online application process). Notifications will be sent to the email address that is listed on your online application.

All employment offers made by the City are contingent upon establishing proof of a prospective candidate's legal authorization to work in the United States and successfully passing all components of the pre-employment process which may include, but is not limited to: comprehensive background check, criminal history check (livescan fingerprint check), polygraph examination, post-offer psychological evaluation and post-offer medical evaluation (may include drug screen). Based upon current and/or future assignments, an employee may be subject to pre-employment, random, reasonable and post-accident drug and alcohol testing pursuant to the Department of Transportation Regulations.

Note: The provisions of this job bulletin do not constitute an expressed or implied contract. Any provisions contained within may be modified or revoked without notice.
Essential Functions

These functions may not be present in all positions in this class. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed.

Assists the Budget and Purchasing Manager in planning and coordinating the development and installation of complex budgetary, and work measurement systems. Prepares reports involving complicated cost and statistical analyses, including project specific requests of the City Manager and Finance Director.

Conducts surveys, performs extensive research and analyzes results for use in design and installation of work simplification systems, cost control systems and revenue administration and control systems.

Assists with implementation of City Council directives regarding financial policies, research projects and analyses.

Guides and assists department directors and division managers in developing work measurement, evaluation, and work simplification systems.

Confers with administrative personnel of all departments regarding budgetary system installation, operation, administration, and review, oversee a variety of budget development and administrative processes and review, revise, recommend, and approve routine budget requests.

Serves as a liaison to all City departments during the preparation, development and implementation stages of the annual and mid-year budget processes and coordinates services with other City departments and divisions.

Plans, organizes, analyzes and communicates the City's annual operating budget development process; recommend and prepare budget amendments, analyze, cost and forecast trends related to City budget and assists in budget hearings.

Monitors compliance with the City's Operating and Capital Improvement Budgets; maintains continuing review of budget expenditures and recommends appropriate action in response to budget variances.

Assists in planning, prioritizing, assigning, and monitoring the work of other budget personnel; provides or coordinates staff training, coaches employees to improve job performance and to correct deficiencies.

Provides excellent service to internal and external customers; receives and investigates complaints and recommends corrective action, as necessary, to resolve complaints

Prepares and delivers oral and written presentations to department heads, City Manager, City Council, boards, commissions, and the general public.

Performs extensive research and analysis and prepares reports on various pay and employee benefit proposals advanced by management and employee labor organizations.

Prepares reports analyzing and evaluating various budget proposals..

Performs various administrative and budget coordination tasks..

Performs other related work as required.

May provide functional or lead supervision to professional, technical or administrative staff.

Qualification Guidelines

A typical way to obtain the requisite knowledge and abilities to perform the duties and responsibilities of this classification is as follows:

EDUCATION, TRAINING AND/OR EXPERIENCE:

Responsible professional experience equivalent to five (5) years of full-time experience performing complex budgeting or financial analysis, forecasting and administrative research or three (3) years of full-time experience performing budgeting or financial analysis in a public agency. Supervisory or lead experience is desirable.

Graduation from an accredited four-year college or university with major course work in finance, business administration, public administration, or directly related field, including or supplemented by course work in accounting and statistics. Master’s degree from an accredited college or university in accounting, finance, business administration, public administration or a directly related field, is desirable.

An equivalent combination of education and relevant experience that provides the desired knowledge, skills and abilities to successfully perform essential functions may also be considered.

LICENSE AND/OR CERTIFICATE:

Class C California Driver's License. Revocation of license during employment may result in disciplinary action or reassignment.

REQUISITE KNOWLEDGE AND SKILL LEVELS:

Knowledge of Federal, state, and municipal laws, rules and regulations governing accounting and finance practices, governmental auditing, finance and accounting methods, practices and procedures.

Thorough knowledge of the principles and procedures of municipal budgeting systems.

Thorough knowledge of the principles and practices of best accounting and budget practices, budget development and financial reporting programs for public sector entities.

Knowledge of financial management concepts and applications and contemporary modeling methods related to revenue and expenditure projections

Knowledge of computer technology and software related to financial analysis, modeling, data management

General knowledge of statistical theory and principles of its practical application.

General knowledge of the principles of work measurement, data metrics and analysis.

Knowledge of sound financial management policies and procedures.

Knowledge of municipal accounting and financial record keeping practices and techniques.

Knowledge of the principles of administrative report preparation, development, and presentation.

Knowledge of the principals and practices of selection, supervision, training, and performance evaluation.

Advanced knowledge of the methods of formula and systems utilized in various computerized financial systems and Microsoft Office Professional applications including Microsoft Excel.

Knowledge of English usage, syntax, spelling, grammar and punctuation.

REQUISITE ABILITIES:

Ability to understand, interpret, and apply laws, rules, regulations, policies, procedures, contracts, best budget practices, budgets, and labor/management agreements

Ability to analyze proposed capital, personnel, operating and maintenance expenditures; manage the tracking and monitoring of budget expenditures, including contracts

Ability to prepare multi-year financial historical and forecast models

Ability to understand, interpret, and apply the fundamental principles, related policies and procedures of finance, accounting and budgeting.

Ability to analyze complex payroll, pay and employee benefit proposals, budgeting, forecasting, and finance related issues, identify problems and alternative solutions, develop recommendations, project consequences of proposed actions and implement recommendations.

Ability to operate standard office equipment and prepare manual and computerized financial reports, maintain ledgers and journals and analyze complicated fiscal data and draw logical conclusions.

Ability to exercise judgment and creativity in making conclusions and recommendation.

Ability to effectively manage workload demands and priorities and meet critical deadlines.

Ability to plan and coordinate multiple high-profile projects simultaneously.

Ability to prepare clear and concise reports, both oral, written and in chart form.

Ability to perform assignments with a high level of honesty and integrity.

Ability to communicate effectively both orally and in writing.

Ability to establish and maintain effective working relationship with other employees, City officials, and the general public, and collaborate and deal constructively with conflict to develop consensus.

Ability to perform assignments with considerable independence and accuracy and attention to detail.

Ability to work early morning, late evening and/or weekend assignments when necessary.

Supplemental Information

PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS:

Please contact Human Resources for a summary of the essential tasks and environmental factors for this classification.

Employee accommodations for physical or mental disabilities will be considered on a case-by-case basis.

To view benefit information for all groups, Click Here

New employees contribute the following amounts on a pre-tax basis towards the 2%@60 or 2%@62 CalPERS retirement formula depending on eligibility:
  • Effective July 8, 2018: 12% of their salary

Employees receive the following health insurance flexible benefits contribution:

  • Effective June 2022: $1,500 monthly


The City does not participate in the Social Security system; however, federal mandate requires new employees to contribute 1.45% of wages to Medicare. As a condition of employment, all new employees are required to enroll and participate in the direct deposit program.

Closing Date/Time: Continuous

Special Instructions

Continuous

Job Address

Costa Mesa, California United States View Map