What are the responsibilities and job description for the Budget Analyst - City Manager's Budget Office position at City of San Jose?
The Budget Office operates under the leadership of the Budget Director who reports to the City Manager. Supported by a staff of 19, the Office is responsible for all functions associated with the development and monitoring of San José’s budget for over 135 funds (General Fund, Special Funds, and Capital Funds) in alignment with the goals of the City Council. Budget staff are responsible for preparing and publishing all budget documents, forecasting revenues, and, on a regular basis, performing analysis of budget and/or service-level related issues, and supporting performance measures tracking and data-driven service delivery. The Budget Office has a dynamic action-oriented culture that offers flexibility within a mutually supportive and cooperative environment, working with colleagues across departments to resolve complex fiscal issues. Professional staff succeed in a team-centric atmosphere of high expectations where quality contributions and achievements are acknowledged and celebrated.
This recruitment is intended to fill one permanent Analyst I/II position.
The Budget Analyst position in the City Manager’s Office is responsible for operating and/or capital budgetary analysis assignments for a City Service Area (CSA) and several City departments, including assisting their assigned CSA/departments in the development of their operating/capital budgets; analysis of revenue and expenditure projections; coordination and presentation of budget information to the City Manager as appropriate; preparation of the City's annual Operating and/or Capital Budgets, Annual Report, Mid-Year Budget Review, and Fees and Charges Report; review of budget-related departmental requests; collaboration with departments to resolve budgetary issues; review of City Council memoranda for budget implications and appropriate budget language, if necessary; supporting performance measures tracking; conducting research on budget and policy-related matters; and special projects as assigned. During critical times of the year, this position will be expected to work overtime, both weeknights and weekends, for the preparation and release of several key budget documents.
Education and Experience
Analyst I
A Bachelor's Degree from an accredited college or university.
Analyst II
A Bachelor's Degree from an accredited college or university AND two (2) years of increasingly responsible professional staff analytic or administrative experience conducting studies, organizing and analyzing data, and preparing reports, recommendations, or conclusions for a functional area in budget, finance, grant administration, organizational analysis, general administration, or human resources.
Acceptable Substitution
Additional years of experience in a position comparable to the Staff Specialist with the City of San José in areas such as budget, finance, grant administration, organizational analysis, general administration or human resources may be substituted for the education requirement on a year for year basis.
The ideal candidate will have an appreciation and passion for public service work and possess the following competencies, as demonstrated in past and current employment history. Desirable competencies for this position include:
Job Expertise - Demonstrates knowledge of and experience with applicable professional/technical principles and practices, Citywide and departmental procedures/policies and federal and state rules and regulations; including:
- Demonstrate knowledge of, and experience with municipal budgeting principles and practices;
- Ability to express oneself clearly and concisely in written and verbal communication
- Knowledge of basic statistical methods; City government’s functions and problems; and Financial management, preferably including government financing.
- Ability to collect, compile, analyze, and interpret data; assist other employees in technical and procedural activities; and understand, interpret, and apply instructions, rules, and regulations.
Analytical Thinking - Approaches a problem or situation by using a logical, systematic, sequential approach.
Collaboration - Develops networks and builds alliances; engages in cross-functional activities.
Computer Skills - Experienced with common business computer applications including but not limited to: MS Outlook, MS Word, MS PowerPoint, MS Access, and MS Excel.
Fiscal Management - Understands the relationship of the budget and resources to the strategic plan; complies with administrative controls over funds, contracts, and procurements.
Multi-Tasking - Can handle multiple projects and responsibilities simultaneously; has handled a wide variety of assignments in past and/or current position(s).
Problem Solving - Approaches a situation or problem by defining the problem or issue; determines the significance of problem; collects information; uses logic and intuition to arrive at decisions or solutions to problems that achieve the desired outcome.
Reliability - Completes quality work assignments in a timely and efficient manner; fulfills responsibilities and maintains confidentiality as appropriate.
Communication Skills - Effectively conveys information and expresses thoughts and facts clearly, orally and in writing; demonstrates effective use of listening skills; displays openness to other people’s ideas and thoughts.
Important Information
Please be aware that the City currently has a hybrid work environment and this position will be required to be onsite at least four days per week. This position will also be assigned a laptop by the City with all software and software access required to perform the assigned duties remotely. This position will be required to have/provide their own internet connectivity and other requirements as specified in the City’s Remote Access Policy 1.7.3 to be able to fully perform their responsibilities remotely.
The selection process will consist of an evaluation of the applicant's training and experience based on the application and responses to the job supplemental questions. Only the candidates whose backgrounds best match the position will be invited to proceed in the selection process. Additional phases of the selection process will consist of one or more interviews.
You will be prompted to answer the following job-specific questions during the online application process.
- Describe your experience working with budgets. This can range from leading annual budget processes, developing budgets, monitoring program expenditures, and analyzing expenditure and activity data.
- Describe your experience developing solutions to complex administrative or fiscal problems/issues when the solution was not clear. Identify the problem/issues involved, the steps you took to address it, and the results you obtained.
- Budget work, like any job, often encounters competing priorities and deadlines. Tell us about an instance where you had to respond to deadlines that seemed difficult to meet. What were your actions and what is your general philosophy about managing deadlines?
- What are the biggest challenges in maintaining a balanced budget and how would you address them?
Salary : $98,040 - $119,159
