Salary: See Position Description
Location : City of Anaheim, CA
Job Type: Full Time
Job Number: 2023-00200
Department: Finance
Opening Date: 06/12/2023
Closing Date: Continuous
Description
Budget Analyst II Salary Range
$78,924.00 – $108,521.00 Annually
Senior Budget Analyst Salary Range
$91,364.00 – $125,626.00 Annually
The City of Anaheim Finance Department seeks a dynamic, results-oriented Budget Analyst (Budget Analyst II or Senior Budget Analyst ) to perform a variety of professional level duties and responsibilities involved in the development, evaluation, and review of City budgets. The Budget Analyst is responsible for coordinating budget development activities with assigned City departments and staff; performs a variety of professional, analytical, financial, management, and/or other administrative duties in providing responsible staff support; prepares PowerPoint presentations and disseminates information through participation in community and commission meetings and City Council workshops and meetings; conducts various studies including operational audits and productivity analyses; reviews, analyzes and forecasts citywide General Fund revenues including Transient Occupancy Taxes, Sales and Use Taxes, Property Taxes and other miscellaneous revenues; and carries out research and analysis in a variety of areas including financial planning, financial operations, and operations of different work processes.
The successful candidate will exemplify the following values:
- Strong work ethic – exhibits honesty and integrity.
- Customer service- provides responsive customer care and high level of service.
- Takes initiative – demonstrates a can-do attitude and values cooperation at all levels.
- Effective communicator – displays strong verbal and written communication skills.
- Dependable – plans and organizes work to meet schedules and deadlines.
Candidates must possess at least two (2) years (three (3) years for Senior Budget Analyst) of responsible experience in the preparation and monitoring of budgets and/or in the areas of financial, administrative, and management analysis including the conduct of budget analyses, operational audits, and management studies supplemented by a Bachelor’s degree from an accredited college or university with major course work in finance, accounting, business administration, public administration, or a related field. An equivalent combination of experience and education sufficient to perform the essential job functions and provide the required knowledge and abilities is qualifying. Ideal candidates will possess government agency budget analyses experience, including revenue forecasting. Experience with an enterprise resource planning (ERP) financial system such as CGI, Oracle, Peoplesoft, SAP, etc. and Microsoft Office (Excel, Word, and PowerPoint) is required.
DISTINGUISHING CHARACTERISTICS:
The Budget Analyst II is the full journey level class within the Budget Analyst series. Employees within this class perform the full range of duties as assigned. Employees at this level receive only occasional instruction or assistance as new or unusual situations arise, and are fully aware of the operating procedures and policies within the work unit.
The Senior Budget Analyst is the advanced journey level class in the Budget Analyst series. Positions at this level are distinguished from other classes within the series by the level of responsibility assumed and the complexity of duties assigned. Employees perform the most difficult and responsible types of duties assigned to classes within this series. Employees at this level are required to be fully trained in all procedures related to assigned area of responsibility and require minimal instruction or assistance.
Essential Functions
The following functions are typical for this classification. Incumbents may not perform all of the listed functions and/or may be required to perform additional or different functions from those set forth below to address business needs and changing business practices.
Identify and resolve budgetary and financial issues and problems; provide timely, accurate, and informative financial analysis; perform financial analysis and financial forecasting as assigned; review and evaluate cost benefit proposals; make recommendations for improvements.
Participate in the production of financial reports and budget reports for Citywide and department use.
Participate in the development and publishing of budget documents; develop, prepare, and disseminate the City’s proposed and adopted budget documents.
Monitor assigned Department’s operating and capital budgets to ensure expenditures are appropriately accounted for and activity does not exceed authorized spending limits; ensure expenditures comply with all appropriate financial guidelines as well as department and City policies and procedures; notify executive managers of potential issues, recommend remedies, and prepare appropriate documentation for budget adjustments as necessary.
Provide staff assistance to management staff; participate in special projects as assigned; participate in and provide staff support to a variety of committees and groups; prepare and present staff reports and other correspondence as appropriate and necessary.
Attend and participate in professional group meetings; maintain awareness of new trends and developments in the field of municipal budgeting, public administration, and related fields; incorporate new developments as appropriate.
Budget Analyst II Essential Functions
Along with the above stated functions, the following functions are typical for the Budget Analyst II classification.
Coordinate and participate in the work of other staff and teams involved in developing, preparing, and monitoring operating and capital budgets for assigned departments.
Develop and review budget proposals for assigned departments and make recommendations to upper level management staff.
Identify, review, and present recommendations to City management regarding alternative funding and service level recommendations.
Oversee the maintenance and input of employee data related to the City’s employee involvement program; schedule and conduct field presentations.
Maintain assigned budget and financial databases and systems; problem solve and troubleshoot technical and functional issues related to the City’s budget and financial systems.
Conduct productivity and efficiency audits of selected City operations; collect, monitor and analyze data for productivity studies; conduct interviews and field site visits; recommend improvements in work methods, work flow, and organizational structure; participate in and direct meetings with key management staff.
May direct the work of support staff on a project or day-to-day basis.
Provide training and technical support to assigned departments regarding operational policies and procedures.
Perform related duties as required.
Senior Budget Analyst Essential Functions
Along with the above stated functions, the following functions are typical for the Senior Budget Analyst classification.
Develop and coordinate policies and procedures for the budget development process.
Lead, coordinate, and participate in the work of other staff and teams involved in developing, preparing, and monitoring operating and capital budgets for assigned departments.
Develop and review budget proposals for assigned departments; provide detailed analysis of annual budget requests including variance analysis of expenditures and revenue trends; prepare budget income statement; provide executive level management staff with accurate and complete budget analysis including variance and statistical reports.
Identify, review, and present recommendations to City management regarding alternative funding and service level recommendations; review, project, forecast, and analyze major City revenues including property tax, sales tax, and transient occupancy tax.
Lead and participate in complex financial analyses of proposed policy changes; serve as a liaison between departmental management teams; provide information and analytical support involving major projects of City wide interest.
Oversee and maintain the City’s on-line budget system including salary and benefits forecasting tables, budget forms, formatted system queries, consolidation tables, and related information; problem solve and troubleshoot technical and functional issues related to the City’s budget and financial systems.
Design, plan, supervise, and participate in productivity and efficiency audits and studies; provide recommendations for improving the operational efficiency of departments.
Review, evaluate, and approve for cost benefit, computer related acquisition requests including computers, automated systems, and related equipment.
Design, plan, and conduct City wide training programs for computerized financial systems including the budget and general ledger systems; advise staff on proper accounting for expenses and revenues.
Perform related duties as required.
Qualifications
Budget Analyst II Qualifications
Experience and Education: Two (2) years of experience in the preparation and monitoring of budgets and/or in the areas of financial, administrative, and management analysis including the conduct of budget analyses, operational audits, and management studies supplemented by a Bachelor’s degree from an accredited college or university with major course work in finance, accounting, business administration, public administration, or a related field. An equivalent combination of experience and education sufficient to perform the essential job functions and provide the required knowledge and abilities is qualifying.
Knowledge and Abilities: To view the full list of knowledge and abilities, please click the title:
Senior Budget Analyst Qualifications
Experience and Education: Three (3) years of responsible experience in the preparation and monitoring of budgets and/or in the areas of financial, administrative, and management analysis including the conduct of budget analyses, operational audits, and management studies supplemented by a Bachelor’s degree from an accredited college or university with major course work in finance, accounting, business administration, public administration, or a related field. An equivalent combination of experience and education sufficient to perform the essential job functions and provide the required knowledge and abilities is qualifying.
Knowledge and Abilities: To view the full list of knowledge and abilities, please click the title:
Supplemental Information
The City of Anaheim reserves the option to hire at either Budget Analyst II or Senior Budget Analyst level based on candidate qualification and selection process.
IMPORTANT APPLICATION INFORMATION AND INSTRUCTION
Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. The deadline for the first review of applications is on Monday, July 10, 2023 at 5:00PM Applicants are encouraged to apply early. Applicants that apply after the first review are not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date.
The selection process may consist of a minimum of skills examination and oral interview.
The eligibility list established from this recruitment may also be used to fill the current and/or additional vacancies throughout the City.
Candidates must be specific and complete in describing their qualifications for this position. Failure to state all pertinent information may lead to elimination from consideration. Stating “See Resume” is not an acceptable substitute for a completed application.
The successful candidate will be required to undergo a reference / background check (to include a conviction record) and pass a post-offer pre-employment medical examination (which will include a drug/alcohol screening). The City of Anaheim utilizes E-Verify and new employees must provide documentation to establish both identity and work authorization.
Communication regarding your application and/or status will be sent to the email address listed on your application. Please check your email regularly throughout the recruitment process as you will not receive communications by any other method.
Equal Opportunity Employer
The City of Anaheim offers a range of benefit programs for employees and their eligible dependents. These include health, dental, vision, and life insurance, as well as a variety of voluntary benefits. Programs and benefits amounts vary and are based on bargaining unit, family size, hire date, plan selection, and number of hours worked.
To view the current benefits summary, visit: https://www.anaheim.net/DocumentCenter/View/30970/Benefits-Summary-Full-Time
For additional information about the City’s benefits, visit: www.myanaheimbenefits.com
RETIREMENT BENEFITS – The City contracts with the California Public Employees Retirement System (CalPERS) to provide retirement benefits. Retirement formula is based on appointment date and membership status with CalPERS.
Note: Pension contribution limitations are set by CalPERS each calendar year, with compensation limit requirements for Public Employee Pension Reform Act (PEPRA) members and Classic members. Employee contributions will be deposited into a 401(a) account after reaching this limit. Employees with CalPERS membership dates prior to July 1, 1996 are not impacted by these limits.
To view the current limits and additional CalPERS information, visit:
https://www.anaheim.net/DocumentCenter/View/4783/CalPERS-Rates
01
Candidates will be evaluated based on the information provided on both the application and the responses to the following Supplemental Questions. Failure to fully detail all experience or stating experience in response to the Supplemental Question but not listing the experience in the application, copy/pasting information, or responses referring to your resume may eliminate you from consideration. Do you understand this requirement?
- Yes
- No
02
How many years of responsible experience in the preparation and monitoring of budgets do you possess?
- None
- Less than 1 year
- At least 1 year, less than 2 years
- At least 2 years, less than 3 years
- At least 3 years, less than 4 years
- At least 4 years, less than 5 years
- At least 5 years or more
03
Please describe in detail your responsible experience in the preparation and monitoring of budgets. If none, type N/A.
04
What is your highest level of education completed?
- Did not graduate high school / obtain GED
- Graduated high school / obtained GED
- Completed some college-level coursework
- Obtained Associate degree
- Obtained Bachelor’s degree
- Obtained Graduate degree
05
Please state your degree and major. If none, type N/A.
06
Do you possess experience with an enterprise resource planning (ERP) financial system, such as CGI, Oracle, Peoplesoft, SAP, etc.?
- Yes
- No
07
Please describe your experience with an enterprise resource planning (ERP) financial system. Please also include the name(s) of the system. If none, type N/A.
08
Is your budget analyses experience from a government agency?
- Yes
- No
09
What is your level of competency in utilizing Microsoft Excel?
- I do not know how to use it
- Basic – I can insert rows, columns, and input numbers
- Intermediate – I can use formulas, filter data, format cells, and create charts/graphs
- Advanced – I can utilize pivot tables, create array formulas, and solve algebraic equations
10
What is your level of competency in utilizing Microsoft Word?
- I don’t know how to use it
- Basic – I can create, edit, format and search documents
- Intermediate – I can create templates, complex tables, and run macros
- Advanced – I can manage macro commands, create dialogue boxes, and understand the notions of VBA application programming
11
What is your level of competency in utilizing Microsoft PowerPoint?
- I don’t know how to use it
- Basic – I can create, edit and format slides
- Intermediate – I can work with graphics
- Advanced, I can build interactive presentations using hyperlinks, interactive objects, and slide show options
12
Do you possess experience with revenue forecasting?
- Yes
- No
13
Please describe in detail your experience with revenue forecasting, including details such as type(s) and amounts you were responsible for. If none, type N/A.
Required Question