Budget Manager

Position Description

This highly responsible position is responsible for planning, preparation, development, reporting, monitoring and forecasting of the City’s annual operating and capital budget and annual multi-year Capital Improvement Program budget in a manner consistent with established deadlines and procedures. Responsibilities include day-to-day evaluation of City purchases and financial projects and their implications to the City. Work involves consultation with departmental management personnel during the preparation and review of budget estimates and justification statements, recommendation for budget amendments and transfers, and other budget administrative issues. In addition, this position is responsible for the coordination and preparation of quarterly and annual reporting related to the budget. Considerable initiative and judgment are required regarding recommendations on budget preparation and control policies, regulations and procedures. This position also requires considerable independence and thought processes.

Job Duties

The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such duties are a logical assignment to the position.

• Plans, organizes, and coordinates preparation of the City's annual operating and capital budget and annual multi-year Capital Improvement Program.
• Responsible for coordination of the City budget and presentations to City Council
• Reviews and make recommendations related to the budget process, data collection, and other associated activities.

• Responsible for budgeting all personnel and benefits for the City.
• Responsible for calculating and billing out indirect costs (cost allocation) for all departments.
• Prepares the Annual Budget Report, including application for the GFOA Distinguished Budget Presentation Award.
• Coordinates the monthly, quarterly and annual reporting process related to the budget.

• Day-to-Day management, oversight and evaluation of purchases and financial projects and their implications to the City.
• Performs complex financial evaluations including trends, forecast projections, tax revenues and cost-benefit analyses.
• Coordinates and assists the Finance Director in preparing various external reports to other government agencies, bond rating companies, consultants and trade organizations.
• Ensures Truth in Millage (TRIM) compliance.

• Conducts expenditure analysis and revenue monitoring and prepares revenue and expenditure forecasts based on analysis and budget amendments and transfers as needed.
• Analyzes departmental budget requests and recommends funding levels to Finance Director.
• Displays initiative and judgment regarding recommendations on budget preparation and control policies, regulations and procedures.
• Performs related duties and responsibilities as assigned.

Qualifications

Bachelor’s degree or higher from an accredited college or university, with a major in Accounting, Finance, Public or Business Administration is required. Candidate should possess 5 years of progressive experience in organizational financial planning and budgeting, preferably in local government environment.

A Certified Public Accountant (CPA), Certified Public Finance Officer (CPFO), Certified Government Finance Officer (CGFO), Certified Government Financial Manager (CGFM) and/or Master’s degree in respective field may substitute for some job experience.

Supplemental Information

Knowledge of generally accepted accounting principles (GAAP), particularly as applied to governmental accounting and financial reporting.

Knowledge of the principles and procedures associated with the preparation of the annual budget and the Truth in Millage (TRIM) compliance process.

Knowledge of Florida Statutes as related to the budget adoption process.

Demonstrated knowledge of state-of-the-art budgeting techniques and issues.

Ability to analyze trends from detailed record and factual materials.

Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions.

Exercise considerable initiative, foster collaboration and teamwork, and demonstrate creativity and innovation leading to improved work processes.

Ability to make sound decisions in a manner consistent with the essential job functions.

Ability to understand and follow written and oral instructions.

Ability to express ideas clearly and concisely, both orally and in writing. May present at public meetings.

Thorough Knowledge of Microsoft Office applications, with an emphasis on Microsoft Excel.

Ability to operate basic office equipment e.g., computer terminals, printers, copy machines, telephone systems, facsimile machines.

Ability to establish and maintain effective working relations with department staff, management, representatives from outside agencies, and the general public.