Budget and Capital Improvement Plan Analyst



Job Details

Budget and Capital Improvement Plan Analyst
Employer

City of Rochester

Salary

$73,204.00 - $107,654.00 Annually

Location

Rochester MN 55904, MN

Job Type

Regular FT

Job Number

20180036

Department

Administration

Opening Date

05/23/2018

POSITION DESCRIPTION

The City of Rochester is seeking an innovative professional to play a key role in the City's budget and capital improvement plan processes.  This new position is ideal for someone who is both fiscally conscious and collaborative while desiring to make a positive impact.

Budget and Capital Improvement Plan Analyst



The City of Rochester emphasizes service delivery through a strong commitment to our core values:
"RISE to the top in Customer Focus through Respect, Integrity, Safety, and Excellence"
 
Nature of Work
This position works with stakeholders to develop the City's budget, capital improvement plan, and lead high performance organizational initiatives as requested.  The incumbent will serve as a link between the Finance Department, City Administration and other assigned departments to ensure an integrated, efficient approach to the budgeting process.  Work performed may be of a complex nature and is under the general supervision of the Assistant City Administrator with latitude granted for independent judgment and initiative.

Applications will be accepted until the vacancy is filled with priority consideration for applications submitted by June 18, 2018.

DUTIES AND RESPONSIBILITIES

The work below is representative of the scope of work performed within this job classification. Individual job duties will vary.  

*Capital Improvement Planning

  • Coordinate with departmental staff regarding the development of the City's six-year Capital Improvement Plan.
  • Work on revenue development projects to include grant writing, sales tax administration, and Destination Medical Center (DMC) project financing
  • Monitors capital improvement plan project implementation to ensure conformance with established and Council-approved budgets.
  • Review the Capital Improvement Plan for consistency with the annual operating and capital budget.
  • Facilitate a process to determine the prioritization of the City Administrator's Recommended Capital Improvement Plan requests.
*Budget
  • Coordinate budget preparation with the Finance Department by planning budget guidelines and instructions, reviewing budget requests and recommendations, preparing budget proposals, monitoring department budget execution, recommending budget adjustments and linking the City strategic plan to the budget.
  • Complete budget documentation necessary to meet the criteria for the Government Finance Officers Association Distinguished Budget Award.
  • Provide expert and professional assistance and support to City management and staff on budget preparation, analysis, and other related matters.
  • Research, analyze, evaluate, and develop findings and make recommendations involving complex budget and financial management issues.
  • Evaluate and formulate recommendations for enhancing the City budget development process and related budget documentation.
*High-Performance Organization and Business Process Improvement Efforts
  • Serve as a project leader for high-level, complex special projects and studies as assigned.
  • Lead project teams relative to continuous improvement reviews of specified services and operations.
  • Provide leadership and direction for building and maintaining the City's performance measurement program; coordinate with departmental employees as needed.
  • Facilitate the analysis of operational performance, identify challenges, determine improvement strategies and guide consensus action planning processes.
  • Create and implement solutions or alternative methods to potential problems in collaboration with managers and supervisors.
  • Prepare data and analytical reports to depict trends and make recommendations for improvements.
  • Consult with management and leadership to identify problems, propose solutions and determine methods for collaboration.
  • Prepare and communicate related reports; identify gaps or errors in data and recommend solutions.
Perform other duties as assigned or necessary.

*Essential Functions

MINIMUM QUALIFICATIONS

Education and Experience
Bachelor's Degree from an accredited college or university in business, public administration, finance, accounting, or related field and four (4) years of experience in public or private sector budget development, capital improvement planning or finance.
 
Licenses and/or Certifications
Valid driver's license

Desirable Qualifications
Master's degree from an accredited college or university in business, public administration, finance, accounting, or related field

Certification from professional associations such as the ICMA, GFOA, and similar organizations.

ADDITIONAL INFORMATION

KNOWLEDGE, SKILLS AND ABILITIES
Knowledge of: priority-based budgeting concepts; principles and practices of municipal finance and budgeting; quality management techniques, procedures, principles, and evaluation methods; continuous improvement principles and practices.
 
Skill in:  establishing and maintaining effective working relationships with City Administration, departmental leaders, other City employees, City Council members and various outside audiences; communicating in both verbal and written formats; thinking strategically; operating computers and using technology; managing resources; being decisive; managing change; delivering exceptional customer service; thinking critically and solving problems before they escalate; using software to facilitate financial reporting and analysis; and conveying complex concepts in an understandable manner. 

Ability to: troubleshoot problems effectively; create performance metrics to identify and communicate relevant outcomes; work across all levels of the organization and coordinate cross-sectional tasks; work well with internal and external customers; handle confidential and administrative information with tact and discretion; develop recommendations to improve operating procedures and policies; balance multiple projects and priorities; create detailed reports and visual aids with a high degree of accuracy; prepare and present adeptly to various stakeholders both orally and in writing; maintain confidentiality; exhibit professionalism; be self-motivated with minimal supervision; be committed to supporting the organization's core value and a healthy work environment; accurately perform a wide variety of responsibilities in a timely manner and while working with time-sensitive deadlines.

PHYSICAL AND ENVIRONMENTAL CRITERIA
In compliance with the Americans with Disabilities Act, the following represents the physical and environmental demands for this position. The employee must be able to perform the essential functions with or without accommodation.

In consideration of the overall amount of physical effort required to perform this position, the work is best described as Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Physical demands that may be required continuously (2/3 or more of the time), frequently (1/3 to 2/3 of the time), and occasionally (up to 1/3 of the time) are noted below:

Frequent demands: walking, standing, sitting, fine dexterity
Occasional demands: bending, kneeling, crouching, carrying, pushing/pulling, climbing, reaching, handling

Sensory requirements necessary in the performance of the essential functions of this position include sight and hearing.

Environmental conditions that may exist in the performance of the essential functions of this job include: NONE (not substantially exposed to environmental conditions).

Budget and Capital Improvement Plan Analyst
City Administration
Created 5-11-18

CITY OF ROCHESTER EMPLOYEE BENEFIT AND RETIREMENT SUMMARY

VACATION: An employee begins to accrue vacation from the first day of regular employment and accumulated vacation will appear on their pay advice.  Vacation may be used as accrued subject to supervisor approval. Vacation is based upon years of service and will accrue as follows:

Employees shall have the following vacation schedule:

HEALTH INSURANCE: Employees in this position may select from two medical insurance plans. Under either plan, preventive services are covered at 100%.

Base Plan - Four coverage tiers are available. Employees carrying single coverage are subject to a $200 deductible. Employees carrying any other tier of coverage are subject to a $400 combined family unit deductible. Eligible expenses are covered on an 80/20 basis after the deductible has been met. Out-of-pocket maximums are $3,000 per person or $6,000 per family. Once the out-of-pocket maximum has been met, eligible expenses are covered at 100%. Under this plan, monthly premiums range from $54.70 for single coverage to $277.22 for family coverage.

High-Deductible Health Plan (HDHP) - Four coverage tiers are available beginning with employee only then employee plus children, employee plus spouse and family coverage. Under this plan, the City contributes to a health savings account or HSA for the employee based on the tier selected. The employee may use the account to pay for eligible expenses or may save the funds to be reimbursed at a later date with eligible receipts. Individuals selecting employee only coverage are subject to a $3,000 deductible. All other coverage tiers are subject to a $6,000 combined family unit deductible. Just as the base plan, out-of-pocket maximums are $3,000 per person or $6,000 per family. Once the deductible has been met, eligible expenses are covered at 100%. Contributions to the health savings account or HSA will be $1,400 for employee only coverage and $2,800 for all additional tiers. Employees beginning employment during the calendar year will be provided with prorated HSA contributions. Under this plan, monthly premiums range from $49.22 for single coverage to $249.50 for family coverage.

DENTAL INSURANCE: Dental insurance for the employee is provided at no cost to the employee. Dependent dental coverage is $9.18 per month or $4.59 per pay period.

HOLIDAYS: CITY OFFICES CLOSED

New Year's Day
Martin Luther King Day
Presidents' Day
Memorial Day
Independence Day
Labor Day
Veterans Day
Thanksgiving Day
Day after Thanksgiving
Christmas Eve - 1/2 Day
Christmas Day
New Year's Eve - 1/2 Day

SICK LEAVE: Sick leave is accrued at one (1) day per month worked with no maximum. Sick leave may be used for personal illness, dental and medical care and for serious illness of immediate family.

LIFE INSURANCE: Life insurance for exempt employees is twice the employee's annual salary rounded to the next nearest thousand with a maximum of $250,000. Life insurance coverage is provided at no cost to the employee and is for the employee only. As your salary increases, so will the life insurance coverage.

FLEXIBLE BENEFITS: Under Section 125 of the Internal Revenue Code, employees who enroll in a flexible benefits plan are allowed to use before-tax dollars for employer-provided group health and dental premiums, out-of-pocket health care expenses and dependent care. Using flex benefits helps you have the benefits you need, increase your spendable income and lower your taxes. Health care expenses to be reimbursed become limited to dental and vision expenses for employees selecting the high deductible health plan with associated health savings account.

SUPPLEMENTAL LIFE INSURANCE: Employees may purchase supplemental life insurance for themselves, their spouse and dependent children. This coverage would be in addition to the City-provided life insurance.

GROUP VOLUNTARY LONG-TERM DISABILITY INSURANCE: Employees may elect any level of coverage between $500 and $5,000 per month provided you do not insure more than 60% of your monthly income. Benefits begin on the fourth month of a disability and are payable to age 65 for injury, sickness or pregnancy. Premiums are based on age group and are paid through payroll deduction.

RETIREMENT:
Social Security
Public Employees Retirement Association (PERA)
www.mnpera.org

DEFERRED COMPENSATION: The International City Management Association and Great West deferred compensation plans are available to employees on a voluntary basis. The deferred compensation plan allows you to arrange for a portion of your salary (through payroll deduction) to be paid to you at retirement age. The chief advantage is a tax savings. Income taxes are not paid on the amount placed into the plan because you do not receive the money. Taxes are paid on the money you receive after retirement. Retired persons are usually in a lower tax bracket, thus the tax savings.

UNITED WAY: If interested in contributing to the United Way through payroll deduction, contact the Human Resources Department.

PAYDAYS: Standard hours for full-time employees are 80 hours per pay period. Earnings are deposited every other Friday.
 
An Equal Opportunity Employer

01
The following supplemental information may be used as a scored evaluation of your knowledge, skills and experience. Be certain that the choices you make correspond to the information you have provided in your application and resume. You must be honest and accurate in answering the supplemental questions and do not type "see resume". You may also be asked to demonstrate your knowledge and skills in a work sample or during an interview for this position. By completing this supplemental questionnaire you are attesting that the information you have provided is true and accurate. Any information provided may be reviewed by the hiring manager. Any misstatements or falsification of information will eliminate you from consideration or may result in dismissal. Do you understand and agree with this statement?
  • Yes
  • No
02
Do you have a valid driver's license?
  • Yes
  • No
03
Which of the following best describes your level of education?
  • High school diploma or equivalent G.E.D.
  • Less than 2 years post-secondary training
  • Completion of a 2 year program or degree
  • Completion of a 4 year program or degree
  • Completion of a Master's degree or higher
  • None of the above
04
Other than your High School diploma/GED, which of the following best describes the field of study for your degree?
  • Business
  • Public Administration
  • Finance
  • Accounting
  • Economics
  • A field of study closely related to the above
  • My degree is in an area NOT RELATED to any of the above
  • N/A - I do not have a degree
05
Please list the specific program/degree that you completed. Include the name of the educational facility and location. Do not type "See Resume". If no program was attended, type "N/A". NOTE: If asked to interview or upon hire, proof will be required.
06
Please list any professional certifications you currently possess. If you do not have certifications, please answer, "N/A."
07
Which of the following best describes your years of full-time experience working with public or private sector budgeting, capital improvement planning or finance?
  • No experience
  • Less than 1 year,
  • 1 to 2 years.
  • 2 to 3 years
  • 3 to 4 years.
  • 4 to 5 years.
  • 5 to 6 years.
  • 6 to 7 years.
  • 7 to 8 years.
  • 8 to 9 years.
  • 9 to 10 years.
  • 10 or more years
08
Which of the following best describes your experience with governmental budgeting?
  • Limited – Taken classes related to governmental accounting and budgeting as part of my degree or taken governmental CPE credited classes
  • Moderate – Performed some accounting and budgeting functions for governmental entities
  • Extensive – Worked in a governmental position where a majority of my work included budget and related planning
  • N/A – I have no governmental budgeting or planning experience
09
Which of the following best describes the size of the organization, in terms of total annual budget, where you obtained a majority of your years of fulltime budget experience?
  • Less than $500,000
  • More than $500,000, but less than $2,500,000
  • More than $2,500,000 but less than $25,000,000
  • More than $25,000,000, but less than $50,000,000
  • More than $50,000,000, but less than $100,000,000
  • More than $100,000,000, but less than $300,000,000
  • More than $300,000,000
  • N/A - None of the above
10
Does your work experience include any of the following? (Select all that apply)
  • Analyzing various capital projects for proper funding and expenditures
  • Being the project leader for high-level, complex projects
  • Facilitating the discussion of operational performance
  • Collaborating with managers and supervisors to create alternative methods or implement solutions.
  • Providing expert and professional assistance regarding budget preparation and analysis.
  • Working with a budget for Capital Improvement Planning (CIP)
  • Strategizing regarding project funding.
  • Federal and State grant writing and reporting
  • Creating/preparing financial and budget reports
  • N/A - None of the above
11
In detail, describe your progressively responsible budget and capital improvement planning experience, including:
  • The name of your employer(s),
  • Your position title(s)
  • The actual duties you performed,
  • Your duration of employment, and
  • Your experience in any of the specific areas listed above
Do not type, "see resume". Type "N/A" if you have no experience.
12
Which of the following best describes your level of proficiency with Microsoft Excel?
  • No experience
  • Limited - I am somewhat familiar with its functionality
  • Moderate - I have used it to organize data and/or create graphs and charts
  • Extensive - I use Excel as a regular part of my job and can create formulas, pivot tables, etc.
13
Please indicate any of the functions that you are able to successfully perform in Excel: (select all that apply)
  • Formatting
  • Data Filter, Validation
  • Importing/Exporting Data
  • Pivot tables
  • "If, then" statements
  • Logical statements (not, or, true)
  • Vlookups
  • Using formulas - sum, average, count
  • None of the above
14
Describe your employment experience using Microsoft Excel. If no experience, type "N/A."
15
Please provide an overview of your understanding of performance measures and how they can be used as a continuous improvement tool in local government. If no experience, type "N/A."
16
The City of Rochester's core values include: Customer Service, Respect, Integrity, Safety, and Excellence Pick two of these core values and describe how you have exemplified these in your past employment.
17
Describe a specific capital improvement project with which you had active involvement. Share with us an overview of the project. Outline both what went well and what could have been done to improve the project.
18
OTHER QUALIFICATIONS: Describe any other special training you've completed or skills and experience you currently possess that you feel would make you the best-qualified person for this position.
19
CONDITIONS OF EMPLOYMENT: City policy requires that finalists are required to undergo a background investigation which may include, but not limited to: verification of employment and educational records, identification verification, driver's license record and a criminal history. Please note that a criminal conviction does not automatically disqualify an applicant from consideration for employment with the City of Rochester. If selected as a finalist, are you willing to undergo a background investigation?
  • Yes
  • No

* Required Question

Employer
City of Rochester
Address
201 4th Street SE

Rochester, Minnesota, 55904
Phone
(507) 328-2555
Website
http://www.rochestermn.gov/departments/human-resources/employment

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