BUDGET ANALYST

Do you thrive in an environment that is geared towards outstanding hospitality? Do you have a passion for being innovative and creative? Is hard work on your top list of ideals? Are you a steward of your working environment? Then read on…

The Villages Community Development Districts (The District) tops the list of community development districts that continues to grow in one of the most scenic locations in Florida, The Villages. Our collective commitment to hospitality, innovation & creativity, hard work and stewardship help employees thrive and excel in many fields within The District. An immediate full-time opportunity exists for an individual with commitment, a “passion” for excellence and “drive” for accuracy to join our Budget Team. This position requires a solid background of advanced budget skills, used daily. The incumbent will enjoy a challenging atmosphere and being part of a productive team that supports all departments within The District and our surrounding community. The District is looking for an individual with a desire to utilize their cutting-edge skills. The District provides a supportive and engaging workplace that is committed to developing great talent, coupled with competitive compensation and benefits. Do not pass up this opportunity to be a part of a positive, expanding organization.

Competitive Benefits as a full-time employee of the District include:

• Medical Insurance (fully paid for employee single coverage)
• Voluntary health benefits including Dental and Vision Insurance
• 401(a) Retirement Plan, with contributions funded by the District
• 457(b) Retirement Plan, permitting employee pre-tax deferrals
• Flexible Spending programs for both Medical and Dependent Care
• Employee Assistance Program
• Paid Time Off
• Tuition Reimbursement
• Public Service Loan Forgiveness Eligible
• Tier 2 qualifying organization for The Villages Charter School

JOB SUMMARY

This position provides professional and specialized work in assisting with preparing, implementing, and managing the Budgets for all Community Development Districts. Work includes performing extensive budgetary, financial and trend analysis of budgets along with monitoring department expenditures for budget compliance in addition to preparation and monitoring of capital improvement plans and project management work plans. This position reports to the Office of Management and Budget (OMB) Director/Designee.

ESSENTIAL DUTIES AND RESPONSIBILITIES (Includes, but not limited to)

Budget Preparation

• Prepares, analyzes, coordinates, and implements all Districts’ budgets (VCCDD, SLCDD, numbered Districts, etc.) in excess of over $600 million total budgets.
• Collaborates with Department Directors and designated staff to ensure their compliance with budget preparation policies and procedures.
• Participates in District and Board conferences, workshops and hearings regarding budgetary operations as required.
• Provides support to, and works closely with, the District Leadership Team and OMB Director/Manager to develop annual budgetary cost allocations.
• Provides support to OMB Director/Manager as directed in preparation and amendment of budget policies, procedures, guidelines, and budget instructions and recommends revisions as necessary.
• Educates and conducts training pertaining to budget preparation, computer input, monitoring and compliance procedures for District Directors and other District staff.

Analysis

• Monitors on a regular, ongoing basis all of the Districts’ revenues/expenditures for budget compliance, identifies variances/discrepancies and works with every department to ensure compliance as necessary. Reviews fund transfers, verifies funds availability, makes recommendations to OMB Director/Manager and posts fund transfers. Based on analysis, develops resolutions to present to the District Boards for approval.
• Performs research and provides budgetary/financial information for the District Board Supervisors, District Leadership Team, Departments, and the public as requested by the OMB Director/Manager, District Leadership Team or identified through self-review.
• Conducts financial/budgetary analysis for budget research activities and management of special projects on a regular basis. Identifies problem areas and recommends corrective solutions. Queries computer files and prepares numerous spreadsheets and reports.

Communications

• Prepares various formats for communicating the budget contents to the District Board Supervisors, District Leadership Team, departments and the public.

Capital Improvements

• Coordinates and assists with the development, analysis and implementation of the District’s Capital Improvement Plans. Performs tracking of individual projects and monitoring expenditures and reporting for the Capital Improvement Program.

Project Management

• Coordinates and assists with the development, monitoring and revision of a project management system with the appropriate departments.

Additional

• Performs other duties as assigned.

ESSENTIAL EXPECTATIONS OF PERFORMANCE AND BEHAVIOR (Includes, but not limited to)

• Strong work ethic and commitment to providing optimal customer service.
• Models behavior to the District Core Values at all times.
• Flexibility in work hours as some after hours, including weekends scheduling, may be required to meet deadlines and attend meetings.

MINIMUM EDUCATION AND EXPERIENCE

• Bachelor’s Degree in Accounting, Financial or Budget from a four- year college or university, or 3 or more years related municipal Budget or Finance experience and/or training, or equivalent combination of education and experience.
• Capital improvement planning and management experience a plus.

MINIMUM CERTIFICATES, LICENSES, REGISTRATIONS

• Valid Florida Driver’s License required.
• All candidates and employees must successfully pass background screening.
• Proof of Florida residency.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES

Knowledge

• Intermediate to advanced knowledge of general budgetary and accounting principles.
• Knowledge of Florida's Public Records Laws, Open Meetings Laws and Code of Ethics for Public Officers and Employees.
• Knowledge of budget preparation, administrative policies and government reporting requirements (Government Finance Officers Association) and State Statutes pertaining to special districts, financial/budgetary requirements and Truth in Millage (TRIM).

Skills

• Proven intermediate or better ability in personal computer skills including electronic mail, recordkeeping, database activity, word processing, excel spreadsheets, graphics, computerized financial systems, etc.
• Strong work ethic and commitment to providing optimal customer service.
• Well organized and able to successfully multi-task, and work under pressure in a fast-paced environment to meet multiple demanding deadlines with attention to detail.

Abilities

• Ability to prepare complete and accurate budget/financial reports. Ability to research, assemble, analyze and organize data and to prepare reports from such data.
• Proven ability to create complex analysis using software applications with considerable exposure to spreadsheet and database applications.
• Ability to communicate effectively, both orally and in writing; to establish and maintain effective working relationships with supervisors, subordinates, other employees, public officials and the public.
• Ability to remain calm in stressful situations.
• Strong ability to plan, organize and carry out work assignments sometimes under time constraints and multiple and legal deadlines.
• Ability to research and compile data and to prepare reports from such records.
• Ability to use independent judgment to solve problems.
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or government regulations.
• Ability to calculate figures and amounts such as percentages, interest, variances, forecasting methodologies.
• Ability to maintain confidentiality.
• Ability to write professional reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions about same from groups of managers, clients, customers, and the public.

EQUIPMENT

Position regularly requires the use of office equipment, including but not limited to telephones, personal computers and productivity software, copier, printers, scanners, and fax machine.

WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS

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.

While performing the duties of this job the employee will be exposed to the following:

• The employee is exposed to an interior office environment, with moderate change in temperature. The work environment is inside an air-conditioned building.
• The noise level in the work environment is usually moderate.
• There are frequent interruptions from the staff and the public for information or assistance.

Physical Requirements

The physical requirements described 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 following applies:

• Frequently required to sit for long periods of time, work on computer, stand, bend, talk, and hear, required to walk, use hands, reach, and handle or feel objects or controls.
• Occasionally required to lift and or move up to 25 pounds.