POSITION SUMMARY

The Budget Analyst, under general direction of the Budget Manager, performs a variety of duties relating to the preparation, implementation and monitoring of the Authority’s annual operating budget. The position provides a valuable opportunity to gain insight and experience with both the operational and administrative aspects of the Authority. Attention to detail and accuracy are essential to be successful in this position.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Participate in the preparation of the annual operating budget. Serve as a link between departments and Authority management by updating files; preparing data for various committees and for budget kickoff; reviewing department budget submissions, and working with departments to make changes and corrections; and compiling the Annual Budget document.

2. Work with departments to monitor their budgets, provide periodic updates and provide support as needed for budget management needs throughout the Authority.

3. Assist in the development of budget user preparation guides/instructions to ensure departments are knowledgeable of the budget process, followed by assisting in conducting periodic group or one-on-one training, researching and answering questions

4. Maintains budget statistical information from departments in a presentation format that meets standards set by the GFOA Distinguished Budget Awards program. 

5. Assist departments with performance measures.

6. Assist in tying the Authority’s vision and strategic objectives into to the annual budget process.

7. Review expenditures of departments to ensure compliance with budget and consistency with chart of accounts; researches inconsistencies and corrects findings.

8. Assist in the preparation of routine monthly and quarterly financial reports. Such as Budget to Actual, performance data, and expenditure and revenue status reports to provide appropriate monitoring for effective decision making.

9. Assist departments in the Budget Amendment requests submission process and entry into the accounting system.

10. Assist in reviewing budgetary policies.

11. Contribute to team effort by performing other duties as assigned.

SUPERVISORY RESPONSIBILITIES

This position does not regularly provide work leadership or full personnel management to any employees.

FINANCIAL RESPONSIBILITY

Reviews, analyzes, and assists in preparation of an estimated Annual Budget exceeding $300 Million.

QUALIFICATIONS

EDUCATION

Bachelor’s degree in Accounting or Finance.

EXPERIENCE

At least 1-2 years of experience in accounting, finance or as a budget analyst.

CERTIFICATES, LICENSES, REGISTRATIONS

Valid Texas Driver’s license.

KNOWLEDGE

Knowledge of Lawson ERP Software and other Accounting Enterprise software preferred. Working knowledge of Microsoft Office Suite, including Excel, Word, Outlook and Adobe Acrobat. Knowledge of Governmental Accounting Standards.

SKILLS AND ABILITIES

Must possess full knowledge of accounting and budgeting practices. Mathematical skills needed to review budget accuracy and analyze variances. Must be detail oriented; able to manage multiple priorities; and communicate financial information to non-financial stakeholders.

GUIDANCE RECEIVED

Typically receives general direction about assignments and work results to be attained. Requires judgment to determine which methods apply and what data/information should be considered. Position must think through how issues can be addressed within existing policies and procedures and may assist others with more complex work methods and problems.

PHYSICAL DEMANDS

This position requires minimum physical exertion with daily lifting requirements generally under 20 pounds. Good hand/eye coordination and great attention to detail. Activities may include carrying office materials, pulling and pushing files drawers and organizing paperwork. 

WORKING CONDITIONS

Duties are almost always carried out in an office environment.

TOOLS AND EQUIPMENT USED

Office equipment including personal computer, various printers, and host computing system.