CITY OF SAN CLEMENTE
BUDGET ANALYST
Proposed Salary: Grade 55
Hourly: $44.79-$54.45
Monthly: $7,764.41-$9,437.27
Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class.
Specifications are not intended to reflect all duties performed within the job.
DEFINITION
Under general direction, performs a wide variety of professional, analytical, financial, budgetary, and administrative duties in support of the City’s operating and capital budgets; coordinates budget development activities; conducts financial research and analysis; monitors revenues and expenditures; develops financial forecasts and projections; prepares reports and recommendations; assists departments with budget development and implementation; and performs related duties as assigned.
DISTINGUISHING CHARACTERISTICS
The Budget Analyst is the journey-level professional classification responsible for coordinating and supporting the City’s budget development, budget monitoring, financial forecasting, and long-range financial planning functions.
Incumbents perform complex financial and budgetary analyses, assist departments with budget development and implementation, prepare financial forecasts and projects, and provide professional staff support related to budget administration and fiscal planning.
This classification is distinguished from Accountant classifications by its primary emphasis on budget development, financial forecasting, organizational analysis, fiscal planning, and policy evaluation rather than accounting operations and financial reporting.
SUPERVISION RECEIVED AND EXERCISED
Receives general direction from the Financial Services Officer, Administrative Services Director, or assigned management staff.
May provide technical guidance and project coordination to administrative, accounting, and departmental staff.
Essential Functions
Essential duties may include, but are not limited to, the following:
• Coordinate and assist in the preparation, development, implementation, and monitoring of the City’s operating and capital budgets
• Develop budget preparation schedules, instructions, forms, and supporting materials • Review departmental budget requests and prepare recommendations regarding revenues, Attachment 2J
expenditures, staffing, capital projects, and operational funding • Assist departments with budget preparation, budget implementation, budget amendments, and fiscal analysis
• Monitor departmental budgets and expenditures to ensure compliance with adopted appropriations • Participate in mid-year, year-end, and periodic budget reviews • Conduct financial analyses, trend analyses, revenue projections, expenditure forecasting, and longrange fiscal planning activities • Monitor and evaluate revenue sources and expenditure trends • Develop financial models and projections to support policy decisions and budget planning • Analyze fiscal impacts of proposed programs, projects, policies, staffing requests, contracts, and capital improvements
• Evaluate operational and financial performance measures and identify opportunities for efficiencies and cost savings
• Conduct organizational, operational, financial, and administrative studies • Research and analyze legislative, regulatory, and economic issues affecting City finances and operations
• Collect, compile, interpret, and present complex financial and statistical information • Prepare reports, staff reports, presentations, budget documents, and recommendations • Assist with development of budget policies, procedures, and financial planning strategies • Serve as a resource to City departments regarding budget policies, procedures, and financial planning strategies
• Serve as a resource to City departments regarding budget policies, procedures, and fiscal matters • Coordinate with internal departments, outside agencies, consultants, auditors, and other stakeholders • Participate in meetings, workshops, budget presentations, and City Council meetings as assigned • Respond to inquiries from staff, management, elected officials, and the public regarding budgetary and financial matters
• Perform related duties as assigned
MINIMUM QUALIFICATIONS
Knowledge of:
• Principles and practices of governmental budgeting and financial management • Municipal finance and public sector budgeting practices • Financial forecasting and long-range financial planning techniques • Principles of public administration
• Budget development and budget monitoring practices
• Financial analysis and statistical methods
• Governmental accounting principles and financial reporting concepts • Research methods and analytical techniques
• Spreadsheet development, financial modeling, and database applications • Applicable federal, state, and local laws and regulations affecting municipal finance • Modern office procedures and technology
Ability to:
• Analyze complex financial and budgetary information
• Develop financial forecasts, projections, and recommendations • Interpret and apply budget policies, regulations, and procedures • Conduct research and prepare comprehensive reports
• Present financial information clearly and effectively • Organize multiple projects and priorities
• Establish and maintain effective working relationships • Exercise sound judgment and independent decision-making • Communicate effectively both orally and in writing
• Prepare and utilize financial models and analytical tools Experience and Education Requirements
Experience
Three (3) years of progressively responsible experience in budget administration, financial analysis, accounting, auditing, public administration, management analysis, or a related field.
Municipal or public sector experience is highly desirable Education / Training
Bachelor’s degree (or higher) from an accredited college or university with major coursework in Accounting, Finance, Business Administration, Public Administration, Economics, or other closely related field.
Licenses or Certifications
• Possession of, or ability to obtain, a valid California driver’s license • Certified Public Finance Officer (CPFO), Certified Government Financial Manager (CGFM), Certified Public Accountant (CPA) or related professional certification is highly desirable.
WORKING CONDITIONS
Work Environment:
Work is primarily performed in an office environment involving frequent use of computers, financial software systems, spreadsheets and analytical tools. Duties require frequent interaction with City departments, executive management, elected officials, auditors, consultants, and the public. Attendance at meetings, budget workshops, and occasional evening meetings may be required.
Physical Requirements:
Essential functions require
• Sitting for prolonged periods of time while performing analytical and financial work • Operating computers, calculators, and standard office equipment • Reviewing detailed financial reports, spreadsheets, budgets, and analytical documents • Communicating effectively in person, virtually, and by telephone • Lifting and carrying files, records, and office materials • Maintaining sufficient physical, mental, visual, and hearing capability to safely and effectively perform assigned duties