Positions in this job family perform analytical work involving the collection and evaluation of agency financial data, budgetary control records and other information concerning agency expenditures and revenues to determine budget requirements, develop budget work programs, prepare proposed legislation and develop justification for requested funding levels. This includes the analysis of financial information concerning expenditures for payroll, capital projects, operating expenses, supplies and equipment, professional services contracts, and other costs, and of projected revenues from various fees, taxes, tolls, investments, appropriations and other sources and developing recommendations or proposals concerning appropriate changes. It also includes the allocation of projected revenues to various functions and activities, continuing review and evaluation of actual expenditures and revenue against budget projections and making adjustments or corrections as needed.
The functions performed by employees in this job family will vary by level, but may include the following:
- Compiles data related to agency financial transactions and operations, revenues and expenditures.
- Analyzes financial information concerning personnel, capital projects, supplies and equipment, professional services, and other expenses; determines budgetary requirements by function and activity.
- Participates in surveys, studies, meetings and legislative hearings concerning agency financial requirements; provides assistance to agency managers and supervisors in preparing budget estimates and proposals; conducts research and analysis on proposed legislation or other factors affecting budget requirements.
- Reviews revenue projections from appropriations, fees, taxes, tolls and other sources; matches projected revenue to projected expenditures; makes recommendations concerning changes in program goals, workloads, staffing patterns, funds distribution and other areas; identifies needs for changes in various sources of revenue.
- Develops agency budget work programs, including justification; prepares proposed legislation.
The Budget Analyst job family has four levels which are distinguished by the complexity of assignments, the level of expertise required to perform the duties assigned, and the responsibility for providing leadership to others.
Level I Code: D20A Salary Band: I
This is the basic level of the job family where employees primarily perform entry level work in a training status to build their skills in analyzing and interpreting agency financial data, determining budget requirements, and assisting in the development of budget work programs. In this role they will assist higher level budget analysts in compiling and reviewing agency financial data or budget requests and other data in making recommendations concerning various budget proposals.
Knowledge, Skills and Abilities required at this level include knowledge of the principles and practices of organization and management; of public administration; of methods and techniques for conducting research and analysis; of various sources of revenue available to governmental agencies; of typical expenditures required to provide governmental services; of the principles and practices of governmental accounting and budgeting; of program evaluation techniques; of services which can be provided by other sources, including the private sector; of the legislative process, and of the principles and practices of effective communication. Ability is required to review and analyze financial data; to establish realistic budget goals, to organize and present facts and opinions accurately, to analyze and understand agency goals and objectives; and to establish and maintain effective working relationships with others.
Education and Experience requirements at this level consist of a bachelor’s degree in business or public administration, economics, accounting or finance; or an equivalent combination of education and experience in one of the above areas.
Level II Code: D20B Salary Band: K
This is the career level of this job family where employees are assigned responsibility for a full range of work involving the review and analysis of agency financial data, budget estimates and other information to develop a budget work program. This will include compiling and analyzing required financial data, conducting research or studies concerning agency financial needs, providing assistance to agency personnel, and developing recommendations concerning changes in expenditures or revenues. Some responsibility may also be assigned for providing training or assistance to lower level analysts.
Knowledge, Skills and Abilities required at this level consist of those identified in Level I plus demonstrated abilities to review and analyze a full range of financial information concerning revenues and expenditures and develop appropriate budget recommendations.
Education and Experience requirements at this level consist of those identified in Level I plus one year of experience in professional budget administration or fiscal analysis.
Level III Code: D20C Salary Band: L
This is the specialist level of this job family where employees are assigned responsibility for performing advanced level work of a complex and difficult nature in reviewing and preparing budget estimates and budget work programs. This may include responsibility for budgets with a large number of expenditures, functions, revolving funds, sources of revenue, FTE, line items, or other factors affecting the complexity of the work assigned. It may also include positions that are assigned responsibilities for providing functional supervision to others as a team leader or project leader or similar responsibilities and positions that are the only position in an agency with independent responsibility for compiling and administering the agency’s budget program on a full time basis.
Knowledge, Skills and Abilities include those identified in Level II plus demonstrated ability to perform complex and difficult analysis of a wide range of factors related to determining budget requirements and making recommendations concerning budget reductions.
Education and Experience requirements at this level consist of those identified in Level II plus two additional years of experience in professional budget administration or fiscal analysis.
Level IV Code: D20D Salary Band: N
This is the leadership level of this job family where employees are assigned responsibility for the direct supervision of others in the review and analysis of budgets and budget work programs and other activities related to budget administration. This may include positions assigned responsibility as a unit supervisor, team leader or project manager or other similar responsibility for providing supervision to others on a regular and consistent basis.
Knowledge, Skills and Abilities required at this level include those identified at Level III plus knowledge of the principles and practices of supervision and of personnel practices and principles.
Education and Experience requirements at this level are the same as those identified at Level III plus one additional year of experience in professional budget administration of fiscal analysis.