CITY OF MANTECA
BUDGET MANAGER
Department: Finance Bargaining Group: Confidential Employee Unit Effective Date: July 2024 FLSA Status: Exempt Revision History: March 2020
BASIC FUNCTION:
Under the direction of the Finance Director, the Budget Manager manages the annual, recurring and day-to-day activities of Budget Division. The Budget Manager is responsible for the development, implementation and administration of the City’s Annual Budget ; The Budget Manager may also perform specialized professional level work in analyzing and estimating future revenue and expenditures; and evaluate and coordinate financial aspects of City contracts and grant programs.
REPRESENTATIVE DUTIES:
ESSENTIAL DUTIES:
Coordinate and compile City operating and Capital Improvement Program budgets; compile data based on statistical studies of trend analysis; estimate revenue, expenditures and reserves; participate in the forecast of additional funds needed for staffing, equipment, materials and supplies; receive, interpret, analyze and summarize budget requests.
Establish procedures for budget control, transfers and revisions; develop budget preparation procedures, schedules, forms and instructions for management use in budget processes.
Lead and participate in long-term financial planning efforts such as financial forecasts, debt financings, infrastructure financing, fee studies and updates, establishing new taxes and fees.
Coordinate department operating budgets; provide information, analysis and financial policy consultation services for departments related to budget preparation activities and other fiscal issues.
Conduct or assign audits of financial records and procedures; audit accounts, projects, procedures, grants, contracts, departmental budgets and balance sheet accounts; recommend corrective action as appropriate.
Maintain and control the adopted budget; review departmental and other assigned budgets; recommend mid-year adjustments and approaches to balancing budgets.
Participate in budget hearings; prepare materials, charts and graphics for budget hearings and workshops.
Prepare financial and budget related reports and analyses; perform special studies and analysis as required.
Performs other duties as assigned.
Any combination of experience and training that would likely provide the required knowledge and abilities may be qualifying. A typical way to obtain the knowledge and abilities would be:
Education:
Graduation from an accredited college or university with a Bachelor’s degree in finance, business administration, or a closely related field. A Master’s degree in a related field is highly desirable.
Experience:
A minimum of four years of increasingly responsible accounting, budgeting and auditing experience, including two years of lead or supervisory experience.
Knowledge, Skills & Abilities:
Knowledge of:
Principles and practices of municipal accounting and auditing.
Municipal budgeting procedures and techniques.
Laws regulating public finance and fiscal operations.
Techniques of statistical analysis.
Ability to:
Plan, organize, and coordinate budget preparation and control activities.
Analyze and estimate future revenues and expenditures.
Develop effective budget preparation procedures, forms and schedules.
Read, understand, interpret and apply applicable regulations, procedures and policies.
Prepare clear and concise reports.
Perform complex statistical and financial analyses.
Establish and maintain effective working relationships with those contacted in the course of work.
Attend evening meetings and work extended hours, as needed and/or required.
WORKING CONDITIONS:
The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands:
While performing the duties of this class, the employee is constantly required to sit and frequently stand, walk, talk and hear, both in person and by telephone; use hands or fingers to handle, touch, or operate standards office equipment; and reach with hands and arms. The employee occasionally reaches for an item above or below desk level, and lifts or carries records and documents, typically weighing less than 20 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
Mental Demands:
While performing the duties of this class, the employee is regularly required to use oral and written communication skills; exercise sound judgement in the absence of specific guidelines; establish priorities and work on multiple assignments and projects concurrently, and meet intense and changing guidelines given continual interruptions.
Environment:
Work is performed in a standard office environment with some travel to different sites; driving a vehicle to conduct work.
Constant interruptions
Occasional exposure to noise
Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds with the use of proper equipment.
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Budget Manager - Continued Page PAGE 2
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ATTACHMENT 7
July 2024