Budget Analyst

Prineville, OR

Department:                      Finance

Reports To:                         Finance Director

Classification:                   Exempt

Salary Grade:                    127/1-8 $69,388– $84,115

All applications must be received through the link provided below.

https://crook-county.hiringthing.com/job/361999/budget-analyst

Summary

Provide professional analysis, support, and guidance to departments in the preparation and administration of Crook County’s operating and capital budgets; direct, coordinate, or assist on organization-wide projects or initiatives and provide information on short-and long-term financial impacts.  Support and document policies, procedures, and programs for County Budget functions.  This position also has primary responsibility to plan and prepare quarterly reports for County Court and the Budget Committee regarding the Count’s budgetary status.  Provide a primary liaison function with departments to share information about financials matters and provide direction about meeting financial policies and procedure requirements. Perform investment functions. Provides back-up for Payroll operations.  These tasks are illustrative only and may include other related duties.

The Budget & Financial Analyst independently applies specialized knowledge of accounting systems, controls and budgeting that pertain to all aspects of governmental accounting.  This position includes budgetary development and compliance and provides many other duties pertaining to grant accounting, project analysis and financial systems. Knowledge of accounting practices, Oregon Budget Law, and banking procedures, as well as business information are required.

This role requires a commitment to undertake strenuous continuing education, inter-departmental communication, high ethical standards, and professional development. Independent judgment is required to plan, prioritize, organize, and communicate a diversified workload.  This position will possess extensive subject matter expertise of budgeting and accounting practices as well as business analytics and record keeping. This individual is experienced with Accounting Information Systems, Implementations, and has highly developed interpersonal skills.

Essential Functions

Manages and directs the annual budget process for the organization, including:

 

  • Develops, reviews, revises, and implements the annual budget process for the organization, including development of the annual budget manual and calendar.  Provides instruction to departments on budget process and timelines.
  • Develops and implements long-term financial planning procedures for all County funds.  Provides training and expertise to departments on making future-year projections and analyzing long-term financial impacts.
  • Organizes, coordinates, analyzes, and prepares the County’s operating and capital budgets for review, including development of revenue forecasts and preparation and maintenance of long-term financial plans.  Recommends changes to decision-makers and implements as appropriate.
  • Research and compiles data including local, state, regional, and national economic trends for incorporation into forecasting models.
  • Develops and provides budget training materials, tools, and reports and trains staff regarding the budget including computer-related software training.
  • Develops tools to be used in budget development and analysis.
  • Provides advice and technical assistance to departments in preparing and administering budgets, responds to requests for information from departments, Budget Committee, and County Court, and makes recommendations to supervisor for senior management decisions based on policy and legislation.
  • Develops and maintains a cost allocation plan to allocate County administrative/overhead costs among County funds.
  • Prepares and coordinates the production of the Proposed and Adopted budget documents to ensure the County has a legally adopted budget each year; prepares and submits all budget reports/filings in accordance with local, state, and federal laws, including associated presentations and materials.  Assists with amendments to the annual budget and implements budget changes approved by the Budget Committee and County Council.
  • Develops, recommends, and implements strategies to streamline and clarify the budget process and the budget document.

Plans, coordinates, analyzes, and evaluates, the County’s budget performance through each fiscal year, including:

  • Researches, compiles, analyzes, and summarizes financial information to develop technical reports that include statistical analysis, charts, and graphs for internal monthly and quarterly tracking of operating and non-operating revenues, expenditures, and special projects.
  • Plans, coordinates, and prepares quarterly and annual reports for the County Court, Budget Committee, and the public regarding the County's budgetary status, performance indicators, and service delivery effectiveness.
  • Monitors and administers the County's budget including evaluating revenue and expenditure projections, conducting cost variance analyses, and working with departments to make adjustments as necessary.
  • Trains departmental personnel in methods to best manage and monitor the department’s budget using financial performance reports.
  • Monitors, analyzes, and reports regularly on departmental financial work status reports for capital improvement projects, performance indicators, and the organization’s overall ongoing budgetary compliance.
  • Works with departments to develop and implement strategies to manage and develop plans to address times of fiscal distress or receipt of significant one-time monies.
  • Responds to and coordinates citywide responses to surveys.  Completes various award applications for excellence in budget reporting.
  • Communicates with other local governments and agencies to gather, review, and analyze comparator data.  Provides recommendations for improvements in efficiency, practices, and effectiveness of County services.

Performs research and analyzes fiscal impact of proposals from both labor and management, including building databases to perform detailed financial and statistical computations; works with Payroll on the ability to implement proposals discussed during negotiations.

Coordinates, analyzes, and prepares information for projects or initiatives affecting the County’s finances.  Duties include developing revenue and cost projections related to new revenue opportunities or expenditure reduction alternatives, researching new budget or financial management practices, reviewing implementation of programs, and assisting with management and performance audits.

 

Serves as back-up for monthly payroll processing.  Responsibilities include, but are not limited to:

 

  • Operates and maintains computer payroll systems and payroll master files.
  • Assists department representatives with data entry and related questions.
  • Prepares payroll checks and coordinates direct deposit electronic funds transfers and notices.
  • Reconciles payroll registers, and processes payment back-up paperwork for deductions, payroll taxes, and County-paid benefits.
  • Compiles information for payroll tax reporting and completes subsystem reconciliations to the General Ledger.
  • Reconciles workers’ compensation wages to quarterly federal tax reports.
  • Completes calendar year reconciliation of the payroll system; issues W-2 statements; transmits data to the Social Security Administration.
  • Updates and reconciles associated payroll registers and remits monthly payments for benefits.
  • Writes journal entries necessary to complete payroll processing; and
  • Resolves all payroll issues.

 

Provides assistance in various budget-related special projects including analysis of the County’s financial systems for business process improvements, Council-directed revenue alternative analyses and department service provision scenarios for reorganizations.

Prepares professional verbal and written presentations and audio/visual materials for a variety of internal and external audiences.

Analyzes local, state, and federal legislative material for fiscal and operational impact on the County.

Promotes and provides professional and courteous behavior with a creative approach to problem resolution that creates a positive experience for the customer.

Acts ethically and honestly; applies ethical standards of behavior to daily work activities and interactions. Builds confidence in the County through actions.

Conforms to all safety rules and performs work in a safe manner.

Delivers excellent customer service to diverse audiences.

 

Maintains effective work relationships.

 

Adheres with all County and Department policies.

QUALIFICATIONS AND REQUIREMENTS

Education and Experience

Bachelor’s degree from an accredited college or university in Business Administration, Public Administration, or a related field providing the required knowledge, skills, and abilities to perform the essential functions of the position.

 

Two years of work experience in an analytical and financial environment; experience in local government or a similar agency is preferred.

 

Knowledge, Skills and Abilities

Knowledge of local, state, and federal legislative processes.  Ability to interpret local budget law per Oregon Revised Statutes, County ordinances, and polices as they relate to County budgeting process.

 

Ability to resolve problems and make decisions using relevant policies, procedures, and operations.  Ability to identify and recommend policies and procedures to improve administrative efficiency and performance.

Knowledge of budgeting and forecasting techniques.  Knowledge of financial practices and techniques related to governmental budgeting and/or accounting is desirable.

 

Expert level knowledge and understanding of computerized financial systems, spreadsheets and word processing software used to perform the essential functions of the position. This includes excellent database management skills and the ability to use report writers to effectively analyze financial data.

 

Ability to use a computer for extended periods of time to perform the essential functions of the position.

 

Ability to interpret, design, implement, and maintain complex forecast and financial models based on fund/department/program information.

 

Ability to prepare and perform mathematical computations and define and analyze fiscal impacts.

 

Ability to review and analyze programs of multi-function departments.

 

Ability to work with little supervision, exercising independent judgment on a recurring basis.

 

Ability to communicate effectively for various audiences, both orally and in writing, including drafting meaningful narrative discussion papers, ensuring consistency of financial and written information.

 

Ability to research and analyze complex issues, identify, and define problems, and evaluate alternative courses of action.

 

Ability to work independently and as a team member to accomplish County goals and objectives.

 

Ability to maintain confidentiality and exercise discretion and judgment in dealing with sensitive or confidential budget and payroll information.

 

Ability to get along well with coworkers, establish and maintain effective working relationships with others and act as a liaison to other City departments, to perform the essential functions of the position.

 

Ability to work efficiently and meet deadlines under strict time constraints.  Ability to rapidly modify work priorities and to efficiently organize multiple tasks and projects to respond to organizational priorities associated with the budget.

 

SUPERVISORY OR LEAD WORK RESPONSIBILITIES

This is a non-supervisory position.  Lead work/coordination of the work of others is not a typical function assigned to this position.  Incumbents in this position provide coordination, guidance, and direction to staff in multiple roles to ensure timely and accurate budget submittals and compliance with legal budget appropriations.  May provide training and orientation to newly assigned personnel.

PHYSICAL REQUIREMENTS

In the performance of job duties, incumbent is required to sit, stand, walk, reach, kneel, twist, and lift up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, and the ability to adjust focus.  The position requires repetitive hand movement in the use of a computer for extended periods of time to perform the essential functions of the position.  Manual dexterity and coordination are required over 50% of the work period while operating equipment such as computer keyboards, calculators, and standard office equipment.  Ability to read reports, speak and hear when interacting with staff throughout the County.

TOOLS AND EQUIPMENT USED

In the performance of job duties, the incumbent may use the following tools and/or equipment: multi-line phone system; computer and associated software; copy and fax machines and other office related tools and equipment.

WORK ENVIRONMENT

This job is typically performed in an office environment under usual office working conditions.  The noise level in the work area is typical of most office environments, with telephones, interruptions, and background noises.

TRAVEL

Occasional travel may be required

CLASSIFICATION & WORK HOURS

This is an exempt position; days and hours of work are to take place Monday through Friday, 8:00 a.m. to 5:00 p.m. as required.