About the Department
Plan, direct, manage, supervise and coordinate assigned programs and activities of the Budget Office including preparing, evaluating and monitoring budget for the City's operating funds; legislative and policy evaluation and development; economic analysis; revenue analysis, revenue forecasting; financing and debt analysis; coordinating assigned activities with other divisions, departments, outside agencies and the City Council; providing highly responsible and complex administrative support to the Mayor and the Chief Administrative Officer.
Job descriptions are intended to present a general list of tasks/duties performed by employees within this job classification. Job Descriptions are not intended to reflect all duties performed within the job.
Position Duties
ESSENTIAL FUNCTIONS: Essentialfunctions may include, but are not limited to the functions listed below. Mustbe able to perform the essential functions of the job with or without areasonable accommodation.
- Assume full management responsibility for all assigned programs and activities of the OMB.
- Prepare, evaluate and monitor the City's internal services, special revenue, debt service and enterprise funds' performance and operating budgets, including interim budget reviews and analysis.
- Lead the strategic development of complex financial planning, budgeting, and analysis by continuing to enhance existing processes and implementing best practices.
- Lead, manage, and advise upper management regarding efficient and effective budgeting and planning of resources, and ensure resources are properly stewarded.
- Recommend, develop, and evaluate City fiscal policies and procedures.
- Manage and participate in the development of economic and revenue forecasts, as they relate to City finances.
- Coordinate debt and financing policy as they relate to City finances.
- Assist in developing and consolidating departmental operating and performance budget requests; analyze and review requests and interpret data for the DFAS Director, Chief Financial Officer (CFO), Chief Administrative Officer (CAO), Mayor, and Council.
- Direct the monitoring of various operating fund revenue sources throughout the fiscal year; oversee the updating of data bases used for financial reports.
- Direct the preparation of the five-year revenue forecast; oversee and participate in the preparation of the annual salary forecast and other projected expenditures including, but not limited to, CIP projects coming on line.
- Direct the preparation of all proposed and final budget documents; ensure compliance with all city and state budget reporting requirements.
- Examine and review expenditures and revenues to determine financial trends; assist in the preparation and distribution of budget reports; make recommendations for proposed budget allocations and modifications.
- Assist in the evaluation of comprehensive and high-impact legislative and policy issues, including possible fiscal impacts; assign policy and research issues to professional staff.
- Direct and review the preparation of financial material for bond ratings agencies.
- Monitor and evaluate responses to Council queries regarding financial, performance and operational data.
- Manage and participate in the development and implementation of goals, objectives, policies and priorities for the OMB.
- Select, train, motivate and evaluate Budget Office personnel; provide or coordinate staff training and continuing education; work with Office staff to correct deficiencies; recommend and implement discipline and termination procedures.
- Oversee and participate in the development and administration of assigned budget for the Budget Office; participate in forecasting funds needed for staffing, equipment, materials and supplies; monitor and approve expenditures; implement adjustments as necessary.
- Monitor and evaluate the efficiency and effectiveness of service delivery methods and procedures; meet with staff to identify and resolve problems.
- Assess and monitor work load, administrative and support systems, and internal reporting relationships; identify opportunities for improvement; direct and implement changes.
- Serve as liaison for the Mayor/CAO with city departments and outside agencies; negotiate and resolve sensitive and controversial issues.
- Provide program and project assistance on a variety of special projects including, but not limited to, serving on a variety of boards, commissions, task forces and committees, as assigned; prepare and present reports and other documents as necessary.
- Respond to and resolve difficult and sensitive internal and external inquiries and complaints.
SUPPLEMENTAL FUNCTIONS:- Attend and actively participate in appropriate professional organizations; stay abreast of new trends and innovations in the field of municipal budget preparation and administration.
- Perform other related duties and responsibilities as assigned.
Minimum Qualifications
Education and experience directly related to the minimum requirements below may be interchangeable on a year for year basis.
Bachelor's degree from an accredited college or university in economics, accounting, finance, public or business administration; and
Nine (9) years of budget and finance analysis and preparation experience with higher education institutions, government entities, or non-profit organizations; and
To include six (6) years direct supervisory experience.
Master's Degree or Phd related in the above stated educations fields and/or Certified Public Accountant (CPA) preferred.
Other Qualifications
Environmental:
Office environment; exposure to computer screen.
Physical:
Essential and supplemental functions may require maintaining physical condition necessary for carrying and standing, walking or sitting for prolonged periods of time; operating computer equipment; operating a vehicle. May require work on evenings and weekends. May encounter hostile, aggressive or confrontational situations.