Senior Budget Analyst Grade 22

Minimum Qualifications:

Specific License or Certification Required: NONE

Specific Knowledge, Skills, or Abilities: Must be able to demonstrate proficiency in performance of the essential functions and learn, comprehend, and apply all county or departmental policies, practices, and procedures necessary to function effectively in the position. Must have a clear understanding of the capital budget cycle. This includes the ability to review, enter, adjust and prepare reports to management. Must have clear understanding of the interaction between the grants process and the appropriated funds (including shared funded initiatives). Most have the ability to develop alternative mechanisms to control complex budget situations.

Purpose of Classification:

The purpose of this classification is to assist the Budget Manager in ensuring that the County's annual budget is in compliance with established guidelines and procedures. Responsibilities include supervising assigned staff, preparing monthly monitoring reviews, and coordinating monthly sounding/confirmation activities. This classification is distinguished from the Budget Analyst by a greater level of responsibility and experience as well as the provision of supervisory duties.

Essential Functions:

The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned.
Supervises, directs, and evaluates assigned staff: establishes and prioritizes work assignments; compiles and reviews timesheets; approves/processes employee concerns and problems and counsels or disciplines as appropriate; assists with or completes employee performance appraisals; directs work; acts as a liaison between employees and management; and trains staff in operations, policies, and procedures, the budget process, and use of the Financial Information System (FIS).
Prepares monthly monitoring reviews and complex analysis of departmental expenditures and budget performances: provides reports to department heads and officials for use in evaluating the County's financial position; recommends corrective budget actions and responds to requests regarding budgeted accounts and activities; and monitors budgets to maximize utilization of appropriated funds.
Participates in annual budget preparations: prepares schedules, guidelines and formats for budget forms; creates budget training materials and conducts training sessions for department users; compiles financial data to assist departments in preparing budgets; analyzes departmental requests to formulate recommendations; prepares worksheets and performs a variety of calculations; attends public hearings as needed; assists with Capital Improvement and annual capital budget; ensures all funds are balanced and that all required budgets are established.

Additional Functions:

Performs other related duties as required.

Performance Aptitudes:

Data Utilization: Requires the ability to evaluate, audit, deduce, and/or assess data using established criteria. Includes exercising discretion in determining actual or probable consequences and in referencing such evaluation to identify and select alternatives.

Human Interaction: Requires the ability to work with others to coordinate the more complex programs and more complex problems associated with the responsibilities of the job. Often represents the department and/or organization when dealing with others.

Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver and/or control the actions of equipment, machinery, tools, and/or materials used in performing essential functions.

Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, advisory and/or design data and information.

Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication and division; ability to calculate decimals and percentages; may include ability to perform mathematical operations involving basic algebraic principles and formulas, and basic geometric principles and calculations.

Functional Reasoning: Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership, and to exercise independent judgment to apply facts and principles for developing approaches and techniques to resolve problems.

Situational Reasoning: Requires the ability to exercise judgment, decisiveness and creativity in situations involving broader aspects of organizational programs and operations, moderately unstable situations, or the direction, control and planning of an entire program or set of programs.