Budget Analyst Principal

EXAMPLE OF DUTIES:

• Provide financial and strategic analysis and forecasting for one or more functional areas; conduct studies including cost benefit, life-cycle, and total cost of ownership; assist in fund balancing and/or reconciliation efforts; perform labor costing in support of union bargaining.
• Act as a liaison for central budget staff, other departments, and elected  officials in communicating policy direction, program priorities and budget planning; coordinate strategic planning and budget development processes; coordinate and lead multi- division, department and/or countywide activities and projects for budget development, strategic planning, internal rate-setting and/or capital planning.
• Provide information and training to management and staff on financial management, planning, budgeting, and forecasting; develop and maintain databases, spreadsheets, and related management systems; develop forms and financial systems; identify and resolve financial system issues.
• Provide expert guidance to other departments, the general public, and/or outside agencies; represent the county to the public, elected officials, other agencies, governments, and organizations including making presentations, participating in meetings; act as representative on committees, interagency task forces, and special projects; respond and resolve confidential and sensitive inquiries.
• Recommend and assist in the implementation of goals and objectives; evaluate operations and activities of assigned responsibilities; recommend improvements and modifications; recommend and implement policies and procedures; prepare various reports on operations and activities monitor reports and make necessary corrections.
• Analyze and interpret federal, state, and local laws, regulations, policies, and procedures in order to ensure compliance; conduct analysis on best practices and trends, and formulate and implement recommendations.
• In addition to the above duties, the principal level will:  coordinate and supervise the countywide budget and strategic planning activities; provide highly specialized assistance in countywide analysis, forecasting and related budget and planning functions; implement budget systems, perform forecasting and analysis for property and business taxes, motor vehicle rental tax and intergovernmental resources; may supervise staff. 
• Perform other duties as assigned.

LEVEL AND TYPE OF WORK AND/OR SUPERVISION:

Budget Analyst Senior

• Advanced level
• Professional
• Perform the most difficult assignments requiring a higher level of responsibility, applying advanced subject knowledge, and exercising significant independent judgment and initiative.
• Receive work assignments in terms of objectives, priorities, and deadlines.
• Work is reviewed for technical accuracy, compliance to program objectives, and overall results.
• Receive direction from manager or staff.              
• May exercise technical and functional supervision over staff.
• Lead smaller, less complex projects with impact to fewer departments.

 Budget Analyst Principal

• Advanced level
• Professional
• Perform the most difficult assignments requiring a higher level of responsibility, applying advanced subject knowledge, and exercising significant independent judgment and initiative.
• Receive work assignments in terms of objectives, priorities, and deadlines.
• Work is reviewed for technical accuracy, compliance to program objectives, and overall results.
• Receive administrative direction from management.
• May exercise direct supervision over staff.
• Lead large, complex projects with countywide impact.

MINIMUM QUALIFICATIONS GUIDELINES:

Any combination of experience and training that would likely provide the required knowledge, skills, and abilities is qualifying. Requirements are determined at the time of recruitment based on responsibilities of the individual position and business needs of the department.
 
Budget Analyst Senior
Training and experience for advanced level, professional classifications are typically equivalent to a bachelor's degree and three (3) to six (6) years of experience that demonstrates the ability to perform the duties of the position. (Equivalency 7-10 years of qualifying training and/or experience).
 
Budget Analyst Principal
Training and experience for advanced level, professional classifications are typically equivalent to a bachelor's degree and three (3) to six (6) years of experience that demonstrates the ability to perform the duties of the position. (Equivalency 7-10 years of qualifying training and/or experience).
 
Depending upon assignment, candidates may be required to pass a criminal background check, have a valid driver license, and/or additional training, licenses, or certificates.