Now Accepting Board Nominations

If you have longed for the opportunity to get more involved with the North Carolina Local Government Budget Association (NCLGBA), we hope the timing is right! Please take a moment to consider joining the best Board around.

The NCLGBA needs your help growing and improving as an organization to stay true to our vision and mission. As we continue to provide the skill development, knowledge sharing, and networking our members need to succeed professionally; we are always looking for members who want to do more and carry on the torch. Helping advance the local government profession by serving on the NCLGBA Board is an excellent opportunity to contribute.  We have five great opportunities coming up in FY 20-21.

  • 3rd Vice President and Conference Co-Chair (1-year term/5-year commitment)
  • Secretary (3-year term)
  • Treasurer (3-year term)
  • Municipal At-Large (2-year term)
  • County At-Large (2-year term)

All members are expected to:

Work toward specific Strategic Plan goals
Commit to attending all conferences during their terms
Commit to attending all board meetings and conference planning sessions during their terms
Assist with conference planning
Assist with road shows

Nominations are due by March 27, 2020. Please e-mail Michelle Daniels, NCLGBA President, if you are interested, know someone who may be interested, and/or want to learn more.

Materials and further instructions will be e-mailed directly to you if you are accepting a nomination or self-nominating. To be considered for the Board, submissions will be due by April 10, 2020.

Budget Analyst, Alamance County (closes 4/3/2020)

Click Here For the Full Description and/or to Apply for this Position

Closing:  April 3, 2020
Starting Salary:  $45,740 annually

Duties and Responsibilities

Under limited supervision, this position will perform analysis and complex administrative work in the planning, coordination and preparing of the County’s annual operating and capital budgets. This role will be responsible for assisting with compilation and reporting of the Alamance County Capital Plan along with helping to forecast revenues and expenditure projections.

Responsibilities may include, but are not limited to the following:

  • Compiles, reviews and analyzes data submitted for inclusion in the operating budget.
  • Responsible for compiling, reviewing and analyzing data submitted for inclusion in the Capital Improvement Plan.
  • Analyzes and reviews budget expenditures and revenue estimates in order to ensure compliance with relevant laws and policies.
  • Provides guidance to departments on budget issues; responds to department questions and inquiries regarding budget issues.
  • Assists departments to link budget requests with strategic initiatives and performance metrics.
  • Assists with various research and analysis projects; researching issues and preparing reports of findings and recommendations.
  • Compile and analyze accounting records and other data to determine the financial resources required to implement a program.
  • Within this role the expectation is the Budget Analyst will perform all duties above and others as assigned and trained in a prudent and sensible manner, following established County policies and procedures.

Qualifications

  • Accountability – Ability to accept responsibility and account for his/her actions.
  • Accuracy – Ability to perform work accurately and thoroughly.
  • Analytical – Ability to analyze statistical data, keep accurate records and complete reports.
  • Autonomy – Ability to work independently with minimal supervision.
  • Communication, Oral – Ability to communicate effectively with others using the spoken word.
  • Communication, Written – Ability to communicate in writing clearly and concisely.
  • Confidentiality – Ability to maintain confidential information secret or private.
  • Ethical – Ability to demonstrate conduct conforming to a set of values and accepted standards.
  • Honesty / Integrity – Ability to be truthful, maintain high level of confidentiality and be seen as credible in the workplace.
  • Independent Discretion – Ability to exercise discretion and independent judgment when needed to ensure successful department functioning
  • Integrity – Being forthright, honest and respectful within interactions with coworkers and members of the public at all times, building and reinforcing confidence within daily actions for county government.
  • Judgment – Ability to use good judgment and discretion as it relates to interpreting policies and procedures.
  • Multitasker – Ability to multi-task in a fast-paced environment.
  • Problem Solving – Ability to find a solution for or to deal proactively with work-related problems.
  • Prioritization – Ability to decipher the relative importance or urgency of tasks and duties.
  • Safety-Minded – Creating a safe work environment; managing risks; reducing exposure liabilities.
  • Time Management – Ability to utilize the available time to organize and complete work within given deadlines.

Education and Experience

  • Bachelor’s degree in Public Administration, Business, Accounting, Finance, Management or related field. A Master’s degree in a related field may substitute for experience.
  • One to three years of administrative experience preferably in governmental accounting and budget analysis experience, and/or auditing experience. Prior knowledge of the Local Government Budget and Fiscal Control Act.
  • Prior experience with Tyler Munis, preferred

NCLGBA Visits UNC, App State

This past week, NCLGBA members visited the Master of Public Administration programs at UNC-Chapel Hill and Appalachian State University. Margaret Murphy, Senior Budget and Management Services Analyst, Wake County, provided a recap of the presentation at UNC-Chapel Hill:

The presentation focused on what it is like to work in the budget office, using a lot of real examples. We started with an overview of the purposes of a budget, the roles in the budget process, and the structure of budget offices. We described budget’s role as communicating between departments, the manager, and the board, and highlighted that curiosity and wanting to solve problems are attributes of a good budget analyst. We gave a brief overview of the North Carolina context, and services, revenue sources, and expenditures in municipalities and counties.

Aaron describes the budget cycle.

Most of the presentation was describing the budget cycle and the major activities we work on during each phase (using examples from Wake and City of Durham). For the planning phase, we shared examples of budget milestones and calendars and developing and communicating the base budget. For the development phase, we shared information about the requests Wake and Durham receive and the budget role in evaluating these requests. Aaron Brown, Budget and Management Analyst, Wake County, led an exercise where we shared examples of business cases departments submit with budget requests and walked through the initial steps/questions budget staff would ask. For the approval phase, we shared examples of budgeting messaging (recommended budget presentations) and highlighted how data used in business cases is then used in communicating the budget to the board. For the implementation phase, we talked about business plan and other status meetings.

Pat shares about other budget office duties, including budget’s role in strategic planning.

Then we shared examples of other things we do. Pat Madej, Senior Budget and Management Analyst, City of Durham, shared information on Durham’s DSAP meetings, I talked about Wake’s board initiatives and being the staff lead on the Pre-K initiative, Pat discussed Durham’s participatory budgeting and program evaluation approach to budget requests. We then looked at examples of Pat’s analysis on sales tax refunds and my work projecting Wake County’s hospitality tax revenue.

Then we talked about NCLGBA and how much we love it!

NCLGBA presenters Pat, Aaron and Margaret (front) with the UNC-Chapel Hill MPA class.

The following day, Brian Pahle, Assistant City Manager, City of Hendersonville, and Brian Barnett, Deputy County Manager, Pitt County, headed to the mountains to provide a similar budgeting overview to students at Appalachian State.

Every good road trip (and budget presentation) starts with a cup of coffee.

 

App MPA students engaged in the presentation.

 

Co-presenter Brian Barnett (right) with professor Dr. Bob Eskridge (left) and MPA student Brad Moody.

 

Familiar names on the scholarship plaque, including co-presenter Brian Pahle and other NCLGBA members.

Thank you to all of our volunteer presenters for sharing your time with the next generation of local government budget professionals!

NCLGBA campus visits support our Strategic Plan goal to “increase student interest and participation within NCLGBA in order to advocate for the budgeting profession and to help create and foster the next generation of local government leaders.” If you would like us to visit your program, class, or student group, please email us at admin@nclgba.org.

Fiscal Analyst, Town of Waynesville (closes 3/16/2020)

Click Here For the Full Description and/or to Apply for this Position

Closing:  March 16, 2020
Salary:  $40,400 annually

The purpose of the class is to perform technical, administrative, planning, coordinating and executing the accounting functions of the Town’s Finance Department. The class works within a general outline of work to be performed and develops work methods and sequences under general supervision.

Duties and Responsibilities

  • Monitor cash balances in the central depository
  • Maintain all payroll GL accounts, to include expense and subsidiary accounts reconciliation
  • Review monthly and quarterly reports to ensure proper agencies have received required remittances and reporting
  • Maintain fringe benefit GL accounts
  • Maintain disbursement records
  • Reconcile all bank and investment accounts monthly
  • Reconcile cash deposits to the ledger daily
  • Compile and submit reporting for OPEB, LEO, and Retirement Pension Plans
  • Compile annual financial reports to include but not limited to LGC 203 and COLL 91
  • Coordinate and prepare accounting, and related financial statements and reports
  • Prepare and provide payroll related schedules and reports for the annual audit
  • Assist in procedures for annual fiscal and calendar year end close
  • Conduct independent research and analysis
  • Managing fiscal processes, projects or programs
  • Municipal Accounting
  • Gathering data, analyzing findings and applying logic and reason
  • Interpreting, monitoring and reporting financial information and statistics
  • Authoring and preparing original reports, documents and presentations
  • Monitoring project schedules, status and compliance
  • Organizing and maintaining fiscal program/process documentation, schedules, records and files
  • Coordinating deadlines and prioritizing competing demands
  • Providing customer service
  • Utilizing a computer and relevant software applications

Knowledge, Skills, and Abilities

  • Principles and practices of program administration and management.
  • Principles and applications of critical thinking and analysis.
  • Principles and methods of qualitative and quantitative research.
  • Best practices, trends and emerging technologies.
  • Project management principles.
  • Modern budget practices.
  • Applicable federal, state and local laws, codes, regulations (based on assignment).
  • Customer service principles.

Education and Experience

Required

Associate’s degree in accounting/finance.

Preferred

Bachelor’s degree in accounting, finance, business or public administration and two years of professional finance, budget analysis or accounting experience. Some assignments may require experience with Generally Accepted Accounting Principles (GAAP) and/or public sector accounting and budgeting.

Summer 2020 Conference Registration and Room Block Now Open

Registration and room block for the 2020 Summer Conference is now open!

Registrations can be made by credit card or check. Every attendee must fill out their own registration form. More detailed directions for registration can be found on the Conference Information page.

Reservations for the conference hotel – the Double Tree by Hilton Atlantic Beach Oceanfront – can be made online or by phone at 252-240-1155 using group name NC Local Government Budget Association and code GBA. Cancellations must be received 72 hours prior to hotel stay. Additional information can be found on the Conference Information page.

The deadline for both conference registration and reserving at the group rate is Tuesday, June 23, 2020. Continue to watch the website and listserv for future 2020 Summer Conference news and updates!

Fiscal Analyst, Town of Davidson (closes 2/28/20)

Click Here For the Full Description and/or to Apply for this Position

Closing:  February 28, 2020
Recruitment Range:  $43,659 – $54,558 annually

Performs technical and specialized accounting tasks in the general ledger accounting, payroll management and processes, and accounts payable functions for the town. Provides professional level work in the development of financial processes and procedures, fiscal reporting, data analysis, and performance metrics. Work includes assisting finance director in establishing best practices in accordance with Generally Accepted Accounting Principles (GAAP).

Work also includes conducting special studies independently or as a member of a team; and preparing and presenting reports. Judgment and initiative are required. Work is performed under supervision of the Finance Director

Duties and Responsibilities

  • Prepare daily cash deposits to post to general ledger.
  • Oversees work of Accounting Technician
  • Monitors, processes and ensures accuracy for all documents pertaining to accounts payable; invoices, purchase orders, checks and credit cards and ensure appropriate reconciliation per departmental budgets.
  • Manages the payroll processing function for all town employees, reporting, compliance, and documentation. Subject Matter Expert (SME) for all payroll functions. 
  • Prepares and updates database and annual report of fixed assets and manages surplus property.
  • Serves as a functional liaison and provides internal and external customer support; performs research and review of financial accounts, budget transfers, contract documentation, grant funding, payments/receipts, billing, requisitions, asset tracking and lease information and/or other fiscal process and verifies accuracy, compliance, and/or need for change; recommends and implements adjustments, enhancements or updates.
  • Performs analysis of financial data and information; develops, updates and/or maintains budget and financial reports, spreadsheets, statements, journal entries, schedules, agendas, projections, budget amendments, budget ordinances and/or presentations.
  • Provides professional and technical support of assigned program or special project which may include budget development, monitoring and analytical support.
  • Analyzes and assists in the development of financial processes and procedures, fiscal reporting, data analysis, and performance metrics
  • Work with large amounts of data, interpret financial records, detect errors, and prepare financial reports.
  • Performs other duties of a similar nature and level as assigned.

Knowledge, Skills, and Abilities

  • Generally Accepted Accounting Principles (GAAP) 
  • Principles and applications of critical thinking and analysis. 
  • Principles and methods of qualitative and quantitative research. 
  • Best practices, trends and emerging technologies. 
  • Budget development experience. 
  • Applicable federal, state and local laws, codes, regulations governing accounting, finances, budget, and personnel and payroll functions. 
  • Customer service principles. 
  • Innate problem solving skills 
  • Analytical skills 
  • Adaptable communication skills 
  • Ease with technology 
  • Compatibility for both independent and team work 
  • Ability to prepare and maintain complex financial reports and records

Education and Experience

A four-year degree in public administration, accounting, finance, business administration, or related area and two years related budget and research experience in public sector or an equivalent combination of education and experience. Preference will be given to applicants possessing a CPA certificate. Valid NC Driver’s License required.

#NCLGBA19 Recap Series: Checking the Boxes for a Successful Conference

Over the next few weeks, we will be featuring reflections on the 2019 Winter Conference. If you would like to share your experience, please email admin@nclgba.org.

Our third #NCLGBA19 Conference Recap comes from Rusty Mau, Winter 2019 Conference Scholarship Recipient and Budget Analyst, Buncombe County

Consider the last conference you attended (other than the NCLGBA winter conference).  After the conference, you probably received a survey that asked, “Would you recommend this conference to a colleague?”  The answer is not always “strongly agree”.  When I think about the NCLGBA winter conference, I “strongly agree” that every budget professional in North Carolina should attend!

The conference started on a high note, with NYC Parks Commissioner Mitchell Silver sharing why planning is critical in the 21st Century.  He discussed the “clash of values” between the 20th and 21st centuries and encouraged us to consider the importance of density in our communities.  The family unit of yesterday is not the family unit of tomorrow, Silver shared, as an estimated 25 million single family homes will be on the market by 2030 with no buyer.  How will a public trend towards density align with the powerful forces of NIMBYism?  What are the tax implications of density?  These questions came to my mind as Silver helped us peek into the future.

Throughout the conference, I came back to the question of “why?”  In The Value Beyond Strategy and Data, Mary Vigue with the City of Raleigh said Raleigh’s goal with innovation and performance management is to empower people to ask why.  In Jeff Richardson’s session on High Performance Leadership, we learned you must understand why managers, boards, and colleagues are motivated and successful in order to be successful yourself.  In the screening of All the Queen’s Horses, we saw what can happen when we don’t ask “why” when something doesn’t add up.  For local government to continue to improve, all employees must be empowered to both ask why and understand why.  This mutual understanding of why transcends innovation, routine operations, and even ethical behavior.

Before I “strongly agree” to recommend a conference, I must be able to check two boxes: solid content and ample time for valuable networking (plus, of course, good food).  While I thoroughly enjoyed the content, the networking opportunities were the highlight of our time.  In Buncombe County, for example, we are drafting a new grants policy.  I was able to ask several jurisdictions about their practices and provide a firm foundation for our first draft.  The conference also included opportunities for speed coaching, budget-focused networking, and informal conversation.  I am no “master networker”, but I truly appreciated the opportunity to learn from other attendees.  The diversity of expertise among attendees made the conference impactful.

When I reflect on the NCLGBA winter conference, I think about my motivation to attend.  First, I wanted to learn more about budgeting in North Carolina.  Second, I wanted to gain valuable insights that I could use in my work.  Third, I wanted to build connections that will help us build an even better budget.  All of these have been accomplished and more.

So, when I ask “why” I attended the conference, I realize my conference experience was a success.  I strongly encourage other budget professionals to reflect on why you attended and consider attending a future NCLGBA conference.  As I mentioned above, I “strongly agree” all of my colleagues attend!

Fiscal Analyst I, NC General Assembly (closes 2/27/20)

Click Here For the Full Description and/or to Apply for this Position

Closing:  February 27, 2020
Salary Range:  $55,551 – $75,000 annually

Description

The North Carolina General Assembly is the bicameral legislature of the State of North Carolina, composed of the Senate and the House of Representatives. The North Carolina Constitution grants the General Assembly the authority to make or enact laws; to establish rules and regulations governing the conduct of the citizens, their rights, duties, and procedures; and to determine the consequences of certain actions.

The Fiscal Research Division (FRD) seeks dynamic individuals with strong analytical skills who excel under pressure. FRD analysts are nonpartisan legislative staff and serve as the primary budget and finance staff to the North Carolina General Assembly’s 170 legislators as well as its funding and policy committees. The budget issues are complex, diverse, and cross multiple subject areas. FRD analysts, along with other General Assembly nonpartisan staff, have a unique opportunity to provide counsel to policymakers and participate directly in the policy development process.

Duties and Responsibilities

  • Working directly with legislators to develop the State’s budget and other legislation.
  • Analyzing and presenting information on existing and/or proposed programs and policies.
  • Providing accurate and reliable data and analysis.
  • Making presentations and answering legislators’ questions in public committee meetings.
  • Developing options to improve program efficiency and effectiveness.
  • Composing analyses on the fiscal impact of proposed legislation.
  • Collaborating closely with teammates and colleagues to support the legislative process.
  • Monitoring agency actions to ensure compliance with legislative intent.
  • Working objectively and impartially and adhering to strict confidentiality requirements.

Knowledge, Skills, and Abilities

To meet the duties outlined above, candidates should be flexible, highly-motivated thinkers and communicators. In addition, the following specific attributes are sought:

  • Ability to work cooperatively and maintain composure under pressure with legislators, legislative staff, colleagues, and the public on a daily basis.
  • Clear and concise oral and written presentation skills.
  • Demonstrated aptitude for providing high-quality program development and advice.
  • Willingness and ability to work extended schedules and to provide on-call support.
  • Comfort and proficiency in Microsoft Excel, Word, and PowerPoint or similar products.

Management prefers individuals who are:

  • Energized about public policy and delivering nonpartisan objective analysis
  • Creative problem solvers
  • Skilled at quantitative analysis
  • Excellent writers
  • Equally capable of successfully working independently or in a team environment.
  • Proficient public speakers

Qualifications

Education & Experience

We will only consider candidates with either:

  • A bachelor’s degree plus three years’ experience performing and presenting analyses, preferably in a public policy-related setting; or
  • A master’s degree plus one year of experience performing and presenting analyses, preferably in a public policy-related setting.

Work experience (internships, client projects, etc.) accumulated while in an academic setting can be applied to meet the experience requirements. Candidates anticipating the completion of a relevant master’s degree by May 2020 are encouraged to apply, provided that they meet all other requirements.

Public Policy Background

Candidates are expected to have a working knowledge of government functions and experience performing programmatic analyses.

Computer Skills

Candidates will be expected to demonstrate Microsoft Excel and Word proficiency in any potential in-person interview.

Human Resources Business Manager, Wake County (open until filled, first round review 2/13/20)

Click Here For the Full Description and/or to Apply for this Position

Closing:  Open until filled; first round review February 13, 2020
Hiring Range:  $78,410 – $109,770 annually

Description

Wake County invites candidates to apply for a newly created Human Resources Department Business Manager position. Through strategic partnership with County leadership, the Human Resources Department provides collaborative, innovative human resource programs and services that are customer-driven and results-oriented. With 38 full-time employees and an annual operating and benefits budget of $52 million, the Human Resources Department manages a variety of services, including:

  • Benefits Administration;
  • Employee Wellness;
  • Talent Acquisition and Compensation;
  • Employee Relations and Staff Development;
  • Human Resource Information Systems; and
  • Payroll.

This position will plan and oversee the contracts, budgeting and financial operations for the Human Resources Department and Health Insurance Benefits and Wellness budgets. Duties include: contract development and monitoring while ensuring compliance with regulations and provisions; expenditure and revenue monitoring; data analysis, forecasting and metric management; project planning and management; request-for-proposal development and management; vendor management; accounts payable encumbrance management; budget validation and administration; and assisting with business plan development.

Additionally, the HR Business Manager will provide short and long-term budget forecasts and budget planning. This position is also responsible for ensuring that staff have the infrastructure and resources (space, equipment, supplies, etc.) necessary to optimally perform their jobs within the available budget and County guidelines. The position works with the HR Director in the development and analysis of metrics to measure productivity of department operations. This position supervises the fiscal and business functions of the department while providing oversight and guidance to the department Office Assistant.

Duties and Responsibilities

  • Monitors expenditures and revenue budgets while ensuring expenditures do not exceed budget authority
  • Provides planning, development, coordination, and oversight of departmental contracts while ensuring compliance with County policies
  • Conducts high-level, complex analysis and program evaluation using statistics, data management, benchmarking, survey development and focus groups. Researches best practices of other comparable jurisdictions to establish performance benchmarks related to Human Resource operations.
  • Creates and implements comprehensive project plans ensuring that project deliverables are achieved on time and in line with budgetary guidelines
  • Monitors vendor performance and provides oversight of contract budgets while ensuring services meet contract requirements
  • Partners with the County’s Benefit Consultant to forecast and budget health insurance on a plan year and fiscal year basis and develop employer and employee contribution rates
  • Assists in the preparation and coordination of the annual department budget, benefits and wellness budget, and departmental business plan

Knowledge, Skills, and Abilities

  • Broad understanding of governmental budgeting, finance and contract practices
  • Ability to gather, investigate, analyze, and evaluate data to make sound recommendations
  • Expert in Excel, pivot tables, statistical analysis and metrics
  • Ability to proactively analyze Human Resource data from various reports
  • Exceptional written, verbal and presentation skills including the ability to communicate and coordinate across all levels of the organization
  • Excellent time management, prioritization, and ability to work under tight deadlines

Education and Experience

Required

  • Bachelor’s degree in Business Administration, Public Administration, or Finance.
  • Two years experience in finance, budgeting, policy or management analysis

Preferred

  • Master’s Degree in Business Administration, Public Administration, Accounting or Finance
  • Financial/budgeting experience working within local, state or federal government

#NCLGBA19 Recap Series: Innovation and Change

Over the next few weeks, we will be featuring reflections on the 2019 Winter Conference. If you would like to share your experience, please email admin@nclgba.org.

Our second #NCLGBA19 Conference Recap comes from Mimi Clemens, Winter 2019 Conference Scholarship Recipient and MPA Candidate, UNC Chapel Hill

This December, I was able to attend the 2019 NCLGBA Winter Conference in Asheville, North Carolina with a scholarship from NCLGBA. Overall, the conference was a wonderful experience! Each day of the conference there was a general session in the morning followed by concurrent sessions with usually three sessions to choose from. At the end of Wednesday and Thursday, there were networking opportunities with roundtables and a happy hour. The conference concluded with the Economic Update and a raffle. I had a wonderful time meeting local government employees in different stages in their careers, including Budget, Finance, Performance, and Budget and Management Analysts, Senior Analysts, and Directors as well as City, Town, and County Managers. It was great meeting Analysts at the beginning of their careers in local government. This was greatly beneficial to me as a soon-to-be graduate of UNC Chapel Hill’s MPA program this May. It was enlightening hearing from them their experiences and advice after graduating from MPA programs within the state and what ways MPA programs translate well with the local government profession and lessons learned.

Three of my favorite sessions of the Winter Conference were: The Value of Planning in the 21st Century: What’s Next? presented by Mitchell Silver, High Performance Leadership: Connecting to Your Manager, Supervisor, and Your Board presented by Jeff Richardson, and Public Engagement Tools to Reach a 21st Century Audience presented by Ming-Chun Lee and Scott Correll. I was drawn to all three of these sessions due to their innovative nature. In Mitchell Silver’s presentation, the changing demographics of America will create new norms, expectations, and needs from communities for local governments to address. Jeff Richardson’s presentation encouraged self-awareness as public leaders to be able to understand elected officials, residents, and staff’s viewpoints when addressing issues in the community. The test we took during Richardson’s session was eye-opening by showing how the viewpoint and expectations of the community, staff, and elected officials can shape organizational culture and performance of the organization when addressing issues in the community. Lastly, Ming-Chun Lee and Scott Correll’s presentation on public engagement in the 21st century was fascinating. Correll discussed how the City of Charlotte’s Urban Design Center created a board game as a new way to engage with the public. This started a conversation in the community on what city residents would like to see Charlotte become in the next 20 years. With the many different paths Charlotte residents could choose in the game, the city was able to gain insight into what priorities the community values and how the community would like the city to manage growth. And Lee used new geospatial technologies to create an app that would augment reality for users on their smart phone. This app allowed for residents to see what neighborhoods in Charlotte looked like in the past as well as changing demographic trends.

I am grateful to be given this opportunity to attend the 2019 NCLGBA Winter Conference. With the new year, 2020 will bring new challenges and solutions for local governments. It is my hope that I can take what I learned from these sessions and apply it towards future challenges that may arise.