Budget and Capital Improvement Plan Analyst

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.

• 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.

• 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.

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.

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