Budget Coordinator

TITLE: BUDGET COORDINATOR 

 DEPARTMENT: FINANCE 

GENERAL DESCRIPTION 

This position is responsible for budgeting, forecasting, and reporting of results to internal and external stakeholders under supervision.  

 The work involves development of the annual budget and 5-year plan, working with department heads and other stakeholders, report generation, monitoring of actual vs budgeted results, development of budget transfer requests, and forecasting. Other duties will be assigned including providing back up to various functions within the Finance Department as needed. 

SUPERVISION RECEIVED 

Works under the supervision of the Assistant Finance Director or his/her Designee.  

SUPERVISION EXERCISED 

None. 

ESSENTIAL DUTIES AND RESPONSIBILITIES 

Assists in the preparation of the City’s annual budget, including preparation and distribution of budget request forms and compilation and consolidation of request returns into a budget package. 

 Uploads and Maintains the Annual Budget and Adjustments in the Accounting System for all entities. 

 Monitors monthly budget comparison reports from City departments for budget compliance. Reconciles funds to bring them into budget compliance. Acts in an advisory capacity to department heads in situations which may require budget transfers or additional funds. 

 Prepares Budget Transfers for approval by City Council based on Annual Projections supported by analysis. 

 Analyze monthly spending on Capital Projects and prepare monthly reports.  

 Prepares budget update projection models to reflect surplus or deficits for the fiscal year. Prepares year end results report as well as other state and federal reports on a regularly scheduled basis. 

 Prepares journal entries as needed for posting to various City funds and submits them to Assistant Finance Director for approval prior to posting. 

 Undertakes special Finance Department projects as may be assigned by the Director of Finance or the Assistant Director of Finance.  

 Provides details and/or schedules as needed to outside auditing firm during City and affiliated entities annual audit. 

 Prepares ED001 form for submission to State by Board of Education. 

NONESSENTIAL DUTIES 

None. 

 KNOWLEDGE, SKILLS AND ABILITIES 

Knowledge of the principles and practices of municipal accounting. 

 Considerable knowledge of budgeting, and computer spreadsheet applications 

 Ability to manage complex and multiple tasks despite interruptions and changing priorities. 

 Ability to communicate orally and in writing.  

 Ability to establish and maintain effective working relationships with coworkers, other departments, and agencies. 

 QUALIFICATIONS 

A bachelor’s degree in accounting from a recognized college or university, plus three to five years of progressively responsible accounting work. 

TOOLS AND EQUIPMENT USED 

Computer, calculator, and standard office equipment.  

PHYSICAL DEMANDS 

The physical demands described here 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 employee is frequently required to sit and talk and listen. The employee is occasionally required to walk and frequently use hands and fingers when operating computer and calculator and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. 

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. The work is conducted in typical office working conditions. The noise level in the office is generally quiet. 

GENERAL GUIDELINES 

The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. 

 The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. 

THE CITY OF WEST HAVEN IN AN AFFIRMATIVE ACTION/ EQUAL OPPORTUNITY EMPLOYER