Budget Technician

Description

A 6% salary increase will occur October 2024.

Under the general supervision of the Budget Officer, performs a wide variety of responsible technical accounting duties involved in performing financial record keeping and reporting duties in support of the County-wide budget; and performs a variety of technical tasks relative to public sector budgeting function within the County’s financial system; and performs related work as required.

DISTINGUISHING CHARACTERISTICS
The Budget Technician is a specialized accounting technician classification in the County Administrative Office. Incumbents have responsibility for performing difficult, complex, and specialized paraprofessional, technical account, statistical record keeping and County budget support work. This class is distinguished from Accounting Technician in that incumbents perform more technical work requiring more comprehensive knowledge of the County budget, fiscal system and requirements. It is distinguished from the Accountant class series in that Accountants perform professional work requiring more formalized training and knowledge of accounting theory and principles. Incumbents in the Budget Technician classification are assigned significant responsibility for financial support duties, frequently of a complex and highly sensitive nature.

Example of Duties

Duties include but are not limited to those described below. Reasonable accommodation will be made when requested and determined by the County to be appropriate under applicable law.

•Provides assistance in planning, designing, and coordinating the implementation, amendment, and monitoring of the County’s annual budget.
•Prepares, processes, maintains, and verifies financial/accounting and statistical documents and records;
•Prepares various reports, statements, and special projects; provides information and assistance to the general public and County departments;
•Collects data and information to assist County departments in preparing budgets for presentation to the Board of Supervisors.
•Assists in developing and preparing budget documents.
•Administers, maintains, processes the County CalCard program.
•Checks documents for validity and accuracy of information; performs mathematical calculations; records, files and distributes related paperwork and documents.
•Analyzes revenue and expenditures, preparing periodic statements; assists with preparation of budget estimates and projections;
•Maintains accounting and bookkeeping records and associated filing systems; enters data into computer systems; codes documents, processes transactions, updates accounts, compiles documentation, and generates reports.
•Responds to requests for information; provides technical information within scope of authority.
•Assists in the implementation of program or policy changes and in the facilitation of new financial strategies;
•Participates in the Position Control Process by updating the position budget salaries and works with departments regarding unallocated funding inquiries,
•Provides costing support and analysis during the labor negotiations process
•Initiates budget transfers to cover account shortages
•Reviews agency/department transmittals to the Board of Supervisors for accuracy, completeness, and fiscal/policy implications
•Reviews and processes County Administrative Office invoicing, receipts, and billing;
•Works with County Auditor’s Office with invoicing and billing;
•May be assigned continuing responsibility for agenda review administration
•Performs special projects and studies; collects and compiles statistical and financial data for special reports, as directed.
•Cross trains in a wide variety of clerical accounting duties; assists with the training and cross-training of department staff.
•Monitors and ensures the accuracy of County budget changes; balances revenues and expenditures in the finance system prior to adoption.
•Updates, creates and maintains budget spreadsheets used in preparation of the annual County budget.
•May assist in other clerical and front office/desk reception duties in the Administrative Office.
•Participate in trainings and operate a motor vehicle.

Minimum Qualifications

MINIMUM QUALIFICATIONS
Any combination of education, training and experience that would likely provide the required knowledge, skills and abilities may be considered qualifying. A typical way to obtain the required knowledge, skills and abilities would be:

Education: Equivalent to graduation from the twelfth grade.

Experience: Three years of full-time experience, or equivalent, performing office support duties relating to fiscal, accounting, or case records maintenance.

License: Possession of a valid California operator’s license issued by the State of California Department of Motor Vehicles.

Special Requirements: Background check required including fingerprint check.

Desirable Qualifications: Experience in governmental budgeting processes preferred.

Knowledge Of/Ability To

Knowledge of:
Methods, practices, and terminology of financial and statistical record keeping; laws, rules, and regulations governing the maintenance of fiscal records; budget analysis methods and techniques; processes for preparing and administering budgets; applicable policies, procedures and regulations covering specific areas of assignment; principles of record keeping and records management; computerized financial information systems used by
the County; pertinent federal, state, and local laws, codes, and regulations; modern office methods and procedures; principles of lead direction, training and work coordination.

Ability to:
Perform a variety of the most complex and technical specialized financial and statistical record keeping work; provide lead direction, training, and work coordination for other staff, when assigned; assist with budget preparation and expenditure control; review financial records, reports, and related documents, identify discrepancies, and resolve problems related to the County budget; research, compile, and interpret a variety of information and make appropriate recommendations; understand and apply pertinent laws, codes, and regulations as well as organization and unit rules, policies, and procedures with good judgment; gather and organize data and information; prepare financial and statistical reports; make mathematical calculations quickly and accurately; work independently in the absence of supervision; work with computerized financial and special information systems and use a computer for financial and statistical record keeping work; work cooperatively with other departments, County staff and officials, and outside agencies; deal tactfully and courteously with the public and other staff when explaining the functions and policies of the work area where assigned; communicate clearly and concisely, both orally and in writing; establish and maintain cooperative working relationships.

Physical Requirements/Work Environment:
Work is performed primarily in an office environment including sitting at a desk working with computer equipment for prolonged periods, and travel for work purposes of training; hear and communicate orally in person, on the phone and in meetings; hand/eye
coordination for use of computer/office equipment; visual ability to distinguish colors; regularly working with files and general office equipment; safely operate a motor vehicle. Light to moderate lifting and carrying of files; occasionally stand and walk for extended periods.

Selection Process: All completed applications and supplemental questionnaires will be reviewed. Depending upon the number of applicants who meet the minimum qualifications, the examination process may include a screening committee (pass/fail) and/or an oral examination (100%) which may include a written practical component to determine placement on the eligible list.

Disaster Service Workers: All San Benito County employees are designated “Disaster Service Workers” through state and local laws (CA Government Code Sec. 3100-3109 and Emergency Services Chapter 6 via adoption of local Ordinance No. 361 § 1, 2-25-75). As Disaster Service Workers, all County employees are expected to remain at work, or to report for work as soon as practicable, following significant emergency or disaster.

SAN BENITO COUNTY BENEFITS FOR CONFIDENTIAL/CONFIDENTIAL MANAGEMENT EMPLOYEES
(This is meant to be an overview of benefits only. For full benefit terms and conditions, please see MOU)
Employees in regular, full-time positions will be eligible to participate in the following employee benefits:

Pay Day: Employees are paid bi-weekly.

Insurance Deductions: The insurance and benefits deductions will take place bi-monthly, normally the first two pay periods of the month. Bank/Credit union and 457 Retirement Deferrals deductions will take place bi-weekly.

Vacation: Based on continued years of service. Newly hired C/CM employees may be eligible for higher vacation accrual rate for previous public sector experience (verification required).Maximum accruals may apply depending on the bargaining unit.

• 5 to 9 years of service = 15 days per year
• 10 to 14 years of service = 18 days per year
• 15 + years of service = 20 days per year

Administrative Leave: Management employees receive 80 hours of administrative leave per calendar year. Forty (40) unused hours can be paid out at the end of the calendar year. Administrative leave is pro-rated.

Holidays: 13.5 holidays (including 4 floating) for most employees.
Sick Leave: 15 days per year. Maximum accruals apply.

Medical Plan: Comprehensive CalPERS medical plans available for full-time employees. Employees appointed to a regular position at a time base of 50% or higher are eligible to participate.

Increase County contributions to medical effective January 2024.

a. Employee Only: $750.00, which would include the PEMHCA Minimum
b. Employee Plus One: $1,250.00, which would include the PEMHCA Minimum
c. Family: $1,515.00, which would include the PEMHCA Minimum

The County's contribution above shall be prorated for positions that are less than .90 FTE rounding to the nearest one-quarter time.

HRA: Employee Only Medical Plan: $1,500 maximum
Employee Plus One Medical Plan: $3,000 maximum.
Employee Plus Family Medical Plan: $4,000 maximum.

Employees who are eligible to receive a "cash in lieu of' enrollment in the County's medical plan shall receive a taxable payment of $150 monthly (pro-rated into biweekly installments of $69.23).

Dental Plan: County contributes $30 to Delta Dental plan for full-time employees and their families.

Vision Plan: The County pays for employee coverage and the employee can pay for dependent coverage. This benefit is available to full-time employees only.

Employee Assistance Program: The County provides confidential short-term counseling services to employees and dependents.

Life Insurance/AD&D: County pays for a $20,000 BASIC life insurance policy for each employee. Voluntary life insurance plans available.

Disability Insurance: Confidential and Management groups participate in the State Disability Insurance.

Credit Union: Membership to the Santa Clara Federal Credit Union is available to San Benito County employees.

Deferred Compensation: Employees may participate in tax-deferred retirement savings. Three 457 plans are available. Employees may rollover funds from prior 401k or 457 accounts. IRS limits apply.

Retirement: Regular employees will be enrolled into the CalPERS retirement system in accordance with the Public Employees' Retirement Law. Employee contributions vary according to bargaining unit.

All New Miscellaneous (non-Safety) employees enrolled into the CalPERS retirement system participate in the full formula of 2% at 62. Miscellaneous employees participate in Social Security in addition to CalPERS.

Supplemental Insurance: Employees may participate in various AFLAC plans such as accident, disability, and cancer insurances.
Flexible Spending Accounts: Health and Dependent Care available, pre-tax deductions.

01

Please be sure to answer the supplemental questions thoroughly and accurately. Applicants are responsible for clearly, completely, and accurately identifying their qualifications. Your responses to the questions must be supported by both the work experience listed on your application as well as your resume. The rating of the supplemental questions may determine your application status and/or rank on the eligible list. Answers such as "see resume" or "see above" will remove you from consideration. I have read and understand the statement above concerning submission of supplemental questionnaire responses.

• Yes
• No

02

I understand all County employees will be required to take an Oath of Office and will be called upon to act as Disaster Service Workers, when needed.

• Yes

03

Please indicate your highest level of education.

• Did not complete high school or equivalent
• High School, GED, or equivalent
• Some College
• Associate's Degree
• Bachelor's Degree
• Master's Degree or higher

04

How many years of full-time experience do you have in performing office support duties related to fiscal or accounting tasks?

• No Experience
• Less than 1 year
• 1 to 2 years
• 3 to 4 years
• 4-5 years
• More than 5 years

05

Do you have experience in governmental budgeting processes?

• Yes
• No

06

Which of the following best describes your experience with budgeting in a previous role?

• I have no experience with budgeting.
• I have experience preparing budgets but only for personal or small-scale projects.
• I have experience assisting in the preparation and monitoring of departmental or organizational budgets.
• I have experience leading budget preparation for large-scale organizational budgets and providing strategic financial advice.

07

Describe your experience with budgeting and financial record-keeping. Please include details about the types of budgets you have worked on, the size of the budgets, and the specific tasks you performed.

08

What type of financial software have you used in your previous roles?

• I have only used basic spreadsheet software like Microsoft Excel.
• I have used various financial software systems for data entry and reporting.
• I have experience with advanced financial systems and budgeting software, including enterprise resource planning (ERP) systems.
• I have not used any financial software.

09

In your previous roles, how have you handled financial discrepancies?

Required Question

Closing Date/Time: 9/2/2024 5:00 PM Pacific

481 4th St., Hollister, California 95023 United States View Map