Budget/Business Analyst

Description

The City of Roanoke is seeking a Budget/Business Analyst in the Department of Management and Budget to develop and evaluate operating and capital budgets and operational methods and procedures of all City departments. The successful candidate will assist in the development, preparation, publication and monitoring of the annual operating and grants budget, capital improvement program and capital maintenance and equipment replacement program. They will also develop and analyze financial trend information and prepare related analytical reports for review.

Examples of Duties

• SUMMARY
  Performs a wide variety of activities focused on analysis and re-engineering of business processes to maximize quality of service and cost effectiveness from the perspective of budget planning and monitoring or the advancement of technology.

• ESSENTIAL DUTIES AND RESPONSIBILITIES include some or all of the following. Other duties may be assigned.

• Budget Analyst Role Overview
• Budget Development & Monitoring
• Support Departments
• Data Analysis & Reporting
• Presentations

• Pre-Budget Development Responsibilities (Yearly)
• Track department expenditures, revenues, and build trends
• Cook with departments on expenditure monitoring – meeting once a month (required)
• Prepare expenditure reports quarterly, informing the supervisor of department spending and issues monthly (required)
• Participate in the new hire orientation presentation
• Sign up for training related to Government budgeting – continuing education (required) (online-ONLY – unless approved by supervisor for offsite)
• Train the departments of the Oracle platform, when needed
• Cook with the accounting staff on discrepancies in the department's expenditures
• Reconcile the adopted budget with the current budget quarterly and communicate with departments on differences
• Aid in reconciling purchase orders and P-Card transactions to ensure departments are aware of their encumbrances and charges
• Aid the accounting staff in the Year-end process
• Educate departments on account coding
• Join committees, boards, and commissions (recommended) as part of continuing education

• Budget Development Responsibilities (Seasonal)
• Present to the budget committee on department spending to assist with next fiscal year’s budgeting
• Aid departments in preparing the budget for the budget committee
• Attend community meetings and assist in prep work required
• Attend budget presentations and public hearings
• Aid in responding to City Council questions
• Review external agencies' applications
• Prepare analysis reports on expenditures, personnel, revenues, etc., for the budget committee
• Aid in budgeting for General Fund grant match items needed for the next fiscal year
• Aid in personnel budgeting and reconciling positions
• Aid in the preparation of the capital improvement program plan and work with project managers
• Aid in revenue and expenditure projections
• Aid in updating the Finance Website and posting budget materials, when needed
• Prepare budget document items, ordinances, reports, presentations, etc., as assigned by your supervisor. Examples include:
• Fee compendium department updates
• External agency letters
• Review the GFOA criteria
• Follow up with departments on budget requests
• Budget document sections

• Budget Advertisements
• Council reports
• Presentations to City Council, when needed
• Work over 40 hours a week in preparation for adopting the budget (required)

Supervisory Responsibilities

May be called upon to act in a leadership role for specific projects but does not have regular supervisory duties.

Typical Qualifications

• QUALIFICATIONS
• To perform this job successfully, an individual must have strong interpersonal and technical writing skills, a detailed knowledge of process re-engineering and proven technical ability. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• EDUCATION and/or EXPERIENCE
• Bachelor's degree from four-year college or university and three to five years related experience and/or training or any equivalent combination of education and experience.

Supplemental Information

• LANGUAGE SKILLS
• Ability to read, analyze, and interpret complex documents. Ability to respond effectively to sensitive inquiries or complaints orally and in writing. Ability to make effective and persuasive presentations on controversial or complex topics to city council, management, public groups, and/or boards of directors. Ability to negotiate and resolve conflicts. Ability to organize, direct and coordinate a complete range of administrative activities obtaining maximum efficiency.
• REASONING ABILITY
• Ability to apply principles of logical or scientific thinking to a wide range of problems. Ability to deal with complex problems or issues. Ability to interpret an extensive variety of technical information and deal with several abstract and concrete variables. Ability to formulate a vision and develop practical courses of action to accomplish goals. Ability to identify key stakeholders and create teams to solve complex issues. Ability to think strategically.
• CERTIFICATES, LICENSES, REGISTRATIONS
• Must possess a valid appropriate driver's permit issued by the Commonwealth of Virginia.

Physical Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include ability to adjust focus.

Work Environment

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The noise level in the work environment is usually moderate.

Overview of Benefits for Full-Time Employees

• Paid leave is time off from work available for use by an employee upon approval by supervisor. The first 24 consecutive leave hours for any illness must be charged to paid leave with additional time charged to extended illness leave. Paid leave for employees of the city shall accrue as follows:
• Years of Service Hours Per Month Fire 24-hr shift Employees
• 0 - 4 12 19.75
• 5 - 9 14 22.75
• 10- 14 16 25.50
• 15 - 19 17 26.75
• 20 - 24 18 28.75
• 25 + 20 32
• Extended Illness Leave: shall accrue at the rate of six (6) hours per month. Fire suppression employees shall accrue extended illness leave at nine (9) hours per month.
• Funeral Leave: for family, up to three consecutive days.
• Military Leave: Twenty-one work days per Federal fiscal year.
• Holidays: The City provides 96 hours of annual paid holiday time.
• Mental Health & Well-Being Leave: Employees receive 24 hours (Fire Suppression receives 34 hours) of Mental Health & Well-Being Leave upon hire. Certification of mental health diagnosis is not required and leave will not be paid out upon separation.
• Shared Leave Bank (effective 1/1/2023): Voluntary membership for full-time Employees who will be out for an extended period of time and has exhausted all other forms of leave. Members are required to provide 8 hours of their Extended Illness per fiscal year and at least 8 hours per assessment. Assessments will be limimted to 4 times per fiscal year (max of 40 hours per fiscal year).
• Health Insurance: Four coverage types are available: Employee only, Employee + 1 Child, Employee + Spouse and Family. Coverage is available through payroll deduction.
• Additionally, the city offers the following three Aetna Health Plan Options:
• PPO 750 – Provides 100% coverage for preventive care; lower deductible and out-of-pocket maximums than other medical plans; and has higher employee premiums. This is comparable to the current insurance program.
• PPO/HRA 1500 – Provides 100% coverage for preventive care; has higher deductible and out-of-pocket maximum than the PPO 300 plan; has lower employee premiums than the PPO 300 plan; and the employer makes contributions to an account through a Health Reimbursement Arrangement (HRA). The City of Roanoke contributes $500 for employee only coverage and $1,000 for all other tiers. Contributions are pro-rated dependent upon enrollment date.
• PPO/HDHP-HSA – Provides 100% coverage for preventive care; has higher deductible and out-of-pocket maximum than other medical plans; has lower employee premiums; and both the employer and the employee make contributions to a Health Savings Account (HSA) to pay for medical expenses.