Closing: 10/26/2020 11:59 PM Eastern
Salary Range: $51,175 – $59,345 annually
The Orange County Finance and Administrative Services Department has an opening for a Budget and Management Analyst II. An employee of this class performs advanced professional analysis in the overall review, preparation, and administration of the County’s Operating Budget. Work involves reviewing, analyzing, evaluating, and monitoring County departmental budgets, Special Revenue Funds, and Enterprise Fund budgets throughout the fiscal year to ensure compliance, performing advanced professional analysis in conducting User Fee studies for departments, and conducting special management studies of County programs, activities and practices. Additional duties may include review, preparation and administration of the County’s Capital Investment Plan.
Work is performed under the general supervision of the Deputy Financial Services Director with some leeway to exercise independent judgment within the framework of applicable rules, regulations, policies and procedures in the performance of duties, both in terms of planning and accomplishing work and in making decisions. Supervision is not a responsibility of this class. Does related work as required.
Examples of Duties:
- Following are examples of typical work activities and responsibilities. The incumbent may be responsible for performing other related duties and responsibilities as required or assigned. A position may not include all the work examples given, nor does the list include all that may be assigned.
- Reviews, analyzes, and monitors the County’s Operating Budget by making periodic reviews of departmental revenues and expenditures; provides status reports to assigned department directors and the Chief Financial Officer and Deputy Financial Services Director.
- Reviews and evaluates line item transfers submitted by departments to ensure that all necessary supporting documentation is collected, and processes line item transfers within three days of receipt.
- Analyzes and evaluates departmental requests for budget amendments; compiles and prepares budget amendment abstracts along with applicable attachments for agenda review for upcoming Board of County Commissioners (BOCC) meeting, and processes budget amendments within one week following approval by the BOCC to ensure an accurate budget throughout the fiscal year.
- Establishes new account codes, maintains existing account codes in MUNIS, and contacts all applicable parties with new account codes.
- Answers inquiries from assigned departments regarding current and historical budget data and procedures.
- Reviews assigned departmental revenues and expenditures requests for justification and accuracy, discusses requests with departments, and makes request recommendations based on analysis.
- Provides summary information of each assigned departmental request to the Chief Financial Officer, Deputy Financial Services Director, and County Manager, showing comparisons to their current approved budget with detailed justifications of variances.
- Reviews and analyzes departmental statement of objectives, assists departments in developing productivity measures, and offers recommendations for final development of objectives and measures for inclusion in the budget documents.
- Forecasts twelve-month revenue and expenditure projections for assigned departments, analyzes the departments’ projections to reach a consensus of the most accurate projections to use to help determine the amount of available fund balances at the end of the fiscal year.
- Assists in organizing and publishing the County’s Annual Operating Budget and Capital Investment Plan documents for County management, the Board of County Commissioners and public notices for publication; and assists in preparing meeting agendas and information/agenda packets for attendees.
- Conducts and analyzes User Fee studies for departments on a regular basis to determine the full costing of services, comparisons to other counties, and develop various cost recovery opportunities; creates spreadsheets to support user fee studies such as full costing, indirect costing, and cost recovery scenarios and prepares analysis report to the BOCC for their discussion and consideration.
- Directs MUNIS budget input training sessions for County staff and provides on-going assistance to departments for general ledger inquiries and budget reports throughout the fiscal year.
- Attends periodic Board of County Commissioners meetings and all budget work sessions and public hearings during the budget season of April – June.
- Researches and conducts special management studies of County programs, activities, and practices.
- Prepares and/or processes various records and reports for ensure proper allocation of the annual budget.
- Interacts and communicates with various groups and individuals including Finance Department staff, County staff, department directors, County Management team, BOCC, and the general public.
- Adheres to the department’s safety rules and regulations.
- Uses computer applications or other automated systems such as spreadsheets, word processing, calendar, e-mail and database software in performing work assignments.
- Performs other duties as required.
Knowledge, Skills, and Abilities:
- Thorough knowledge of accounting and bookkeeping practices, and the ability to analyze and compile statistical data.
- Thorough knowledge of the theories, principles, practices and techniques of public administration, budgeting, public finance, and local government budget and fiscal policies and procedures.
- Good knowledge of the local, state and federal laws, ordinances, standards and regulations pertaining to County finance and operations.
- Good knowledge of the functions and structure of County government, and of department policies and procedures.
- Good knowledge of budget and cost accounting theories, and evaluation/research techniques and methodology.
- Good knowledge of special requirements pertaining to accounting and investment of government funds.
- Good knowledge of administrative processes related to Finance and business support units including Human Resources and Legal.
- Basic knowledge of local government principles of budget preparation and best practices.
- Skill in data analysis, applying budget and cost accounting theories, and evaluation/research techniques and methodology.
- Skill in public and interpersonal relations, and written and oral communication.
- Skill in establishing priorities and organizing work, and the ability to meet strict deadlines while maintaining accuracy.
- Skill in gathering and analyzing complex data.
- Demonstrated skill in planning and forecasting revenue and expenditures and preparing and managing budgets accordingly.
- Demonstrated skill in using electronic budget and financial systems and controls, with preference to MUNIS.
- Skill in using enterprise information systems, relational databases and operations.
- Ability to demonstrate sound judgment, integrity, resourcefulness, accuracy, thoroughness and the physical condition commensurate with the demands of the position, while maintaining an ethical standard of care.
- Ability to gather, analyze, interpret, comprehend and communicate complex information and in complex situations.
- Ability to analyze and develop budget estimates.
- Ability to prepare clear and concise reports, and to compile and analyze financial statements and reports.
- Ability to recognize and analyze problems, gather relevant information, establish facts, draw valid conclusions and make effective decisions.
- Ability to develop and conduct technical program evaluations.
- Ability to maintain standard accounting and control measures for local government.
- Ability to exercise judgment and initiative in completing assigned tasks with limited supervision.
- Ability to read and interpret complex materials pertaining to the responsibilities of the job.
- Ability to establish and maintain effective professional relationships with County staff, Finance Department staff, County management, department directors, and outside agency providers.
- Ability to collaborate with others and work as part as a team.
- Ability to communicate effectively both orally and in writing to express information and ideas clearly and concisely.
- Ability to perform advanced mathematical computations.
- Ability to use Microsoft Office software with advanced skills in Excel, e.g., pivot tables, multi-sheet calculations, ODBC connections, etc.
- Ability to effectively use computer applications such as spreadsheets, word processing, calendar, e-mail and database software.
- Graduation from an accredited college or university with a Master’s Degree in accounting, business, public administration or a related field; OR
- Graduation from an accredited college or university with a Bachelor’s Degree in accounting, business, public administration or a related field AND two (2) years of related experience in budgeting, financial management or accounting; OR
- An equivalent combination of training and experience as defined above. A higher degree does not substitute for work experience.
- Master’s Degree in Public Administration, with experience in Local Government budgeting preferred.
- Possession of or ability to readily obtain a valid Driver License issued by the State of North Carolina for the type of vehicle or equipment operated.
- All offers of employment are conditional upon successful clearance of a background check. Employment cannot commence until the employee has been cleared.
- May be required to obtain additional certification(s) as deemed necessary by the Deputy Financial Services Director.
Must be able to physically perform the basic life operational support functions of standing, walking, stooping, crawling, fingering/typing, talking, sitting, bending, kneeling, climbing, grasping, hearing, handling, pushing, pulling, lifting, carrying, reaching and repetitive motions of the hands/wrist/feet.
Ability to perform light work exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently, and/or negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.
Possess the visual acuity to prepare and analyze data and figures, perform extensive reading, and perform work on a computer.