Closing: December 18, 2017
Salary Range: $51,175 – $59,345 Annually
Orange County Finance and Administrative Services Department has an opening for a Budget and Management Analyst II. Under general supervision, performs advanced professional analysis in the overall review, preparation, and administration of the County’s Operating and Capital Investment Plan Budgets. Work involves reviewing, analyzing, and evaluating County departmental, Capital Investment Plan, and enterprise fund budgets and monitoring 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.
Examples of Duties
- 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 heads and to the Chief Financial Officer and Deputy Financial Services Director.
- Assists the Deputy Financial Services Director with the review, analysis, and monitoring of the County’s Capital Investment Plan.
- Reviews and evaluates line item transfers submitted by departments to ensure that all necessary supporting documentation is collected; processes in computer business system approved 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 meeting; processes budget amendments within one week following approval by the Board of County Commissioners to ensure an accurate budget throughout the fiscal year.
- Establishes new account codes; maintains existing account codes in computer business system; contacts all applicable parties with new account codes.
- Answers inquiries from departments regarding current and historical budget data and procedures.
- Reviews assigned departmental revenues and expenditures requests for justification and accuracy; discusses requests with departments; makes recommendations based on analysis regarding their requests.
- Provides summary information of each departmental request to the Deputy Financial Services Director, as well as the 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; 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 which helps determine the amount of available fund balance at the end of the fiscal year.
- Assists in the creation of the Manager’s Recommended Budget, the Board Approved Budget, and the 10-year Capital Investment Plan documents.
- Directs training sessions for department representatives to attend to learn how to input their budget requests in the computer business system and to provide on-going assistance to departments for general ledger inquiries and printing various budget reports throughout the fiscal year.
- Assists in the reconciliation of County and School capital projects to ensure projects are accurate and are consistent with the corresponding capital project ordinances.
- Reviews and monitors the County and Schools capital projects by periodically reviewing actual expenditures to ensure budget compliance throughout the life of the project.
- Attends periodic Board of Commissioners meetings throughout the fiscal year, budget work sessions, and public hearings during the budget season of April – June.
- 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; prepares analysis report to the Board of Commissioners for their discussion and consideration.
- Researches and conducts special management studies of County programs, activities, and practices.
- Receives and/or reviews various records and reports such as budget requests from departments, line item transfer requests from departments, budget amendment requests from departments, User Fee study information from departments, and tax valuations for Fire Districts.
- Prepares and/or processes various records and reports such as approved line item transfer requests, budget amendment abstracts and attachments, User Fee analysis reports, year-to-date budget reports, and revenue and expenditure projections.
- Refers to Budget Ordinance, Grant and Capital Project Ordinances, approved budget and Capital Investment Plan document, approved fee schedule, Local Government Budget and Fiscal Control Act, policy and procedure manuals, codes / laws / regulations, publications and reference texts, etc.
- Operates a variety of office equipment such as telephone, printers, copy machine, fax machine, binding machine, computer, etc.
- Uses a variety of supplies such as writing instruments, notepads, copier and printer paper, notebooks, printer cartridges, general office supplies, etc.; and a variety of computer software such as Munis, Microsoft Excel, Microsoft Word, Macromedia Contribute, Crystal Reports, Microsoft Access, Adobe Acrobat, etc.
- Interacts and communicates with various groups and individuals such as the Chief Financial Officer, Deputy Financial Services Director, department heads, Budget team members, County Management Team, Fire District Chiefs, Board of County Commissioners, and the general public.
Knowledge, Skills, Abilities
- Knowledge of the theories, principles, practices and techniques of public administration, budgeting, public finance, and local government budget and fiscal policies and procedures.
- Knowledge of the laws, ordinances, standards and regulations pertaining to the specific duties and responsibilities of the position.
- Knowledge of the functions and structure of County government and State and Federal laws relevant to County operations and finance.
- Knowledge of computerized budget and financial systems and controls.
- Knowledge of special requirements pertaining to accounting and investment of government funds.
- Knowledge of modern accounting and office procedures and equipment, including the application of electronic data processing to the maintenance and analysis of fiscal and management data.
- Knowledge of the current literature, trends, and developments in the fields of governmental accounting and public budget administration.
- Knowledge of mathematical computations, analytical skills, budget and cost accounting theories, and evaluation/research techniques and methodology.
- Knowledge of how to maintain effective relationships with personnel of other departments, professionals and members of the public through contact and cooperation.
- Ability to analyze and develop budget estimates.
- Ability to develop and conduct technical program evaluations.
- Ability to conduct detailed research and prepare reports and findings.
- Ability to prepare clear and concise reports, and to compile and analyze financial statements and reports.
- Ability to exercise independent and sound judgment, discretion, initiative, creativity, and resourcefulness.
- Ability to use computers and applicable software.
- Ability to maintain standard accounting and control measures for local government.
- Ability to read and interpret complex materials pertaining to the responsibilities of the job.
- Ability to learn and utilize new skills and information to improve job performance and efficiency.
- Ability to exercise independent judgment and initiative in completing assigned tasks.
- Requires a Bachelor’s degree in accounting, business, public administration, or a related field and three (3) years of experience in financial management or accounting.
- Prefer a Master’s of Public Administrative degree, and experience in local government budgeting.
- Possession of or ability to readily obtain a valid driver’s license issued by the State of North Carolina for the type of vehicle or equipment operated.