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City of Dubuque

Dubuque , IA
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Budget/Financial Analyst

City of Dubuque
Dubuque, IA Full-time
Posted on October 31, 2019

BUDGET/FINANCIAL ANALYST

DEPARTMENT:  Finance and Budget

ANNUAL SALARY RANGE: $59,508 to $77,896

GENERAL STATEMENT OF DUTIES:  Performs a wide variety of professional budgeting, performance measurement and lead analyst duties in support of the budget development and control function and provides complex technical staff assistance to the Finance Manager, Director of Finance and Budget and other departments; performs related duties as required.

DISTINGUISHING FEATURES OF THE CLASS:  This class involves responsibility for the creation, distribution and explanation of the City’s annual operating and capital budgets, including preparing budget instructions and appropriate documents and monitoring progress on budget preparation; assists in the preparation of the City’s long-range financial projections; assists departments in specifying requirements for their annual operating budgets and expenditure plans, including training departments in the use of the system and budget development; assists in the preparation and analysis of amendments to the operating and capital budgets; supports presentation of complex financial information to management and other groups and conducts research and analysis on projects that have significant impact on the department. An important component of this position will be to work as part of an internal team to create a more data-driven, high performance organization focusing on outcomes and not outputs, including cross-departmental cooperation and integration with performance measurement and evaluation leading to an equitable community of choice.  The work is performed under the supervision of the Director of Finance and Budget and in accordance with general policies and guidelines established by the City Manager and City Council. The work is reviewed by the Director of Finance and Budget through meetings, reports and results achieved. The position requires non-traditional hours during budget season.

EXAMPLES OF WORK (ILLUSTRATIVE ONLY)

ESSENTIAL:  Compiles, reviews and analyzes data submitted by departments and divisions for inclusion within the City’s annual budget throughout the budget preparation timeframe; compiles, reviews and analyzes data submitted by departments and divisions for inclusion within the City’s five-year capital improvement program;  participates in the completion of the City’s Annual Budget and Capital Improvement Program documents; attends budget meetings and public hearings; provides advisory services to departments on funding methods and sources; recommends appropriate budgeting procedures for unique situations; provides detailed budgetary analyses and recommendations as requested; assists departments in the preparation and evaluation of performance measurement indicators; completes special analytical assignments; develops budget instructions and request forms; identifies policy or procedural issues, formulates resolutions for recommendation to the Director of Finance and Budget, and directs the implementation of approved resolutions; analyzes and reviews budget expenditures and revenue estimates in order to ensure compliance with state and municipal laws; builds databases and spreadsheets of financial, economic, investment, financial market and other data, using information and financial models to generate forecasts, analyses, and reports of financial, investment and revenue issues; collects, compiles and analyzes information from various sources on a variety of specialized topics including complex financial, analytical, budget or administrative issues; performs special cost, trend, impact and other analyses; drafts reports and recommendations; evaluates the impact of legislative actions on the City and taxpayers; collects data and prepare reports regarding amendments to the operating budget or capital improvement plan; monitors the budget through the fiscal year to ensure compliance with the amended budget and make the Director of Finance and Budget aware of any budgeting issues; makes recommendations to the Director of Finance and Budget regarding cost saving or profit generating opportunities and profitability improvement strategies; participates in the preparation of financial and budgetary reports; uses currently available tools to create, administer and distribute reports for analysis that include budgets to actuals, revenue and expense trends and detailed information at the transactional level; monitors budget execution; identifies discrepancies between budget forecasts and actual expenditures and analyzes financial information to determine present and future financial performance; works with the Director of Finance and Budget to improve methods, communication and customer satisfaction with departments and the general public; participates in various department and external committees; responds to resident’s questions and service requests in a courteous, equitable and timely manner; participates in Leadership Team meetings; participates in the City’s intercultural competency training and program; coordinates with committees designed to integrate high-performance government principals into the City of Dubuque.

KNOWLEDGE, SKILLS AND ABILITIES

ESSENTIAL: Knowledge of current practices and principles used in budget development, implementation, monitoring and administration; knowledge of generally accepted accounting principles and governmental accounting principles; knowledge of general laws and policies governing finance practices and procedures; knowledge of research techniques, methods and procedures; knowledge of diversity, equity and inclusion; ability to prepare accurate and reliable reports containing findings, recommendations and conclusions on budget-related matters; ability to determine long range needs and fiscally plan and organize work for the accomplishment of objectives; ability to apply financial techniques such as accounting, statistics or math to develop spreadsheet analysis; ability to provide technical budget services in planning, preparation and execution; ability to independently research, analyze, evaluate and solve complex analytical problems; ability to effectively use research methods and statistical techniques in the compilation of data to perform budget analysis; ability to proactively seek new or additional on-the-job training opportunities to obtain mastery over tasks, expand personal knowledge and add value to the work group; ability to provide consistent, timely and high quality work that has been self-reviewed for accuracy and completed in entirety; ability to establish and maintain effective working relationships with employees, the City Council, the general public and public and private agencies; ability to visualize, gather information, articulate, analyze, solve complex problems and make decisions; ability to  exercise independent judgment; highly advanced proficiency in Microsoft Excel, including the functions of pivot tables, complex formulas, charts, graphs and maintaining data integrity; advanced proficiency  utilizing Microsoft Word, including formatting, creating table of contents and datalinks; excellent verbal, written and interpersonal communication skills; strong organizational skills to prioritize a heavy workload under the pressure of competing assignments; ability to work effectively as a team; demonstrated ability to follow a management philosophy that is input-oriented and values equity, problem solving and the development of partnerships; desire to be part of an organization that values service, people, integrity, responsibility, innovation, and teamwork.

ACCEPTABLE EXPERIENCE AND TRAINING: Progressively responsible experience in local government budgeting or accounting; experience working with a diverse workforce and population; possession of a Bachelor’s Degree in Accounting, Finance, Business Administration or related field; or any equivalent combination of experience and training which provides the essential knowledge, skills and abilities.

OVERTIME STATUS: Exempt

APPLICATION:  Women, minorities, veterans and qualified persons with disabilities are encouraged to apply.

 AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER