Budget Manager

The purpose of this classification, under the administrative direction of the Chief Financial Officer, is to assist the senior management of the City in planning, developing, implementing, and administering the five (5) year capital program and operating budget. The employee in this classification performs administrative work. Position is responsible for providing departments with assistance in budgetary and financial matters and monitoring and analyzing to ensure budget control. Performs related work and special projects as required.

ESSENTIAL FUNCTIONS

The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned.

Prepares annual revenue budgets; develops annual operating budget, capital improvement program, and 10-year financial plan within established general guidelines.

Prepares monthly budget and expenditure projection reports; directs the preparation of reports and statements on the City’s financial affairs and reviews and analyzes budget requests from departments.

Assists Human Resources in preparing payroll projections for operating budget, such as adding/deleting positions, benefit calculations, etc.

Prepares final draft of operating budget.

Establishes project numbers authorized by adoption of five-year capital program.

Communicates and interacts with various city employees regarding budget preparation, transfers and budget amendments.

Prepares draft of budget amendment (i.e. work papers and memoranda explaining to City Manager).

Closely monitors all budget changes and transfers monthly, and updates budget records accordingly.

Prepares five-year capital program and operating budget calendar and updates for current year various schedules, coordinates time schedules and training.

Prepares revenue estimates and financial forecasting techniques through computer models.

Participates in balancing budget for five-year capital program.

Solicits bids for printing capital program and annual operating budget, contacts printer.

Prepares analysis of construction in progress for all city funds to be used by the City Manager in budget message.

Analyzes and reviews budget information; participates in various budget meetings.

Plans and schedules the time frame for budget preparation and supervises the distribution of all budget materials.

Assists in facilitating budget workshops for City Commission with Chief Financial Officer.

Prepares advertisement and drafts of ordinances and resolutions for adopting budget and ensures that this is done in compliance with the T.R.I.M. laws for the State of Florida.

MARGINAL FUNCTIONS

Adds new ledger account numbers as needed in Budget software.

Performs other related duties as required.

MINIMUM QUALIFICATIONS (Education, Training, and Experience)

Bachelor’s degree in public or business administration with major in accounting, finance, or a closely related field; supplemented by five (5) years previous experience and/or training that includes experience in budget management and analysis; or an equivalent combination of education, training, and experience.

Designation as a Certified Government Finance Officer (CGFO), Certified Public Finance Officer (CPFO), a Certified Governmental Financial Manager (CGFM), or other related certifications are preferred. Must be proficient in Microsoft Excel, Work, Outlook and the use of databases.

PERFORMANCE APTITUDES

Data Utilization: Requires the ability to evaluate, audit, deduce, and/or assess data and/or information using established criteria. Includes exercise of discretion in determining actual or probable consequences, and in referencing such evaluation to identify and select alternatives.

Human Interaction: Requires the ability to apply principles of persuasion and/or influence.

Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate and control the actions of equipment, machinery, tools and/or materials requiring complex and rapid adjustments.

Verbal Aptitude: Requires the ability to utilize a variety of advisory and design data and information, such as state laws, budget documents, and governmental accounting standards.

Mathematical Aptitude: Requires the ability to calculate decimals and percentages; ability to perform mathematical operations with fractions; ability to compute discount, interest, profit and loss, ratio and proportion; ability to calculate surface areas, volumes, weights, and measures.

Functional Reasoning: Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership. Ability to exercise independent judgment to apply facts and principles for developing approaches and techniques to problem resolution.

Situational Reasoning: Requires the ability to exercise the judgment, decisiveness and creativity required in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable.

ADA COMPLIANCE

Physical Ability: Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or workstation.

Sensory Requirements: Some tasks require visual perception and discrimination. Some tasks require oral communications ability.

Environmental Factors: Tasks may risk exposure to dust and disease.

PERFORMANCE INDICATORS

The work performance of non-supervisory personnel of the City of Daytona Beach is routinely evaluated according to the performance criteria outlined herein:

Knowledge of Job: Has considerable knowledge of the methods, procedures and policies of the City of Daytona Beach as such pertain to the performance of the essential duties of Budget Manager. Has considerable knowledge of principles and practices of planning, developing, implementing and administering the city budget and budget control. Has considerable knowledge of the laws, ordinances, standards, and regulations pertaining to the essential duties and responsibilities of the position. Has considerable knowledge of the organization of all City departments and related agencies. Clearly understands the occupational hazards and safety precautions required to perform the essential functions of the work. Has considerable knowledge of terminology and related professional languages used within the department as such pertain to work responsibilities. Knows how to maintain cooperative and effective relationships with intra- and interdepartmental personnel, as well as any external entities with which position interacts.

Quality of Work: Maintains high standards of accuracy in performing duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains quality communication and interaction with intra- and interdepartmental personnel, and any external entities with which position interacts.

Quantity of Work: Performs described Essential Functions and related assignments efficiently and effectively in a manner to produce a quantity of work which consistently meets established standards and expectations.

Dependability: Assumes responsibility for completion of assigned functions. Completes assigned work within established deadlines in accordance with directives, policies, standards, and prescribed procedures. Maintains accountability for assigned responsibilities in the technical, human and conceptual areas.

Attendance: Attends and remains at work regularly and adheres to policies and procedures regarding absenteeism and tardiness. Provides sufficient notice to upper management with respect to vacation time and leave requests.

Initiative and Enthusiasm: Exhibits an enthusiastic, self-reliant and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be accomplished and initiates appropriate and acceptable action for the completion of work with a minimum of supervision and instruction.

Judgment: Exercises analytical judgment in areas of responsibility. Identifies issues or situations as they occur and specifies decision objectives. Identifies or assists in identification of alternative solutions to issues or situations. Implements decisions in accordance with prescribed and effective policies and procedures and with a minimum of errors. Seeks expert or experienced advisement where appropriate, and research issues, situations, and alternatives prior to exercising judgment.

Cooperation: Accepts supervisory and managerial instruction and direction and strives to meet the goals and objectives of the same. Questions such instruction and direction when clarification of results or consequences are justified (i.e., poor communications, variance with established policies and procedures, etc.). Offers suggestions and recommendations to encourage and improve cooperation both intra- and inter-departmentally.

Relationships with Others: Shares knowledge with managers, supervisors and co-workers for mutual benefit. Contributes to maintaining high morale among all employees. Develops and maintains cooperative and courteous relationships both intra- and interdepartmentally, and with external entities with whom position interacts. Tactfully and effectively handles requests, suggestions, and complaints to establish and maintain goodwill. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology. Avoids duplication of effort. Estimates expected time of completion for work elements and establishes a personal schedule accordingly. Attends required meetings, planning sessions and discussions on time. Implements work activity in accordance with priorities and estimated schedules.

Safety and Housekeeping: Adheres to all established safety and housekeeping standards, including regulatory entities. Ensure such standards are not violated.

The City of Daytona Beach is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the City of Daytona Beach will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.