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HomeMy WebLinkAboutE-11 Staff Report - Budget Administrator CONSENT ITEM E-11 TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL VIA: SERGIO GONZALEZ, CITY MANAGER FROM: TANYA BRAGG, DIRECTOR OF HUMAN RESOURCES & RISK MANAGEMENT DATE: DECEMBER 3, 2018 SUBJECT: CLASS SPECIFICATION REVISION AND TITLE CHANGE – BUDGET ANALYST BACKGROUND: On November 27, 2018, the Personnel Board met and approved the revisions to the classification specification and title change from Budget Analyst to Budget Administrator. The proposed action will be council’s approval of this classification. RECOMMENDATION: Staff recommends the City Council take the following actions: 1)Approve the revised classification specification and title change from Budget Analyst to Budget Administrator. ANALYSIS: In March of 2017 the Public Personnel Consultants conducted a city-wide Classification and Compensation Study and recommended revisions to the existing classification specification and job title from Budget Analyst to Budget Administrator. This recommendation was reviewed and approved by the Azusa City Employees Association (ACEA) bargaining unit. There is no recommended change to the position’s salary at this time. APPROVED CITY COUNCIL 12/3/2018 CLASS SPECIFICATION REVISION AND TITLE CHANGE – BUDGET ANALYST December 3, 2018 Page 2 FISCAL IMPACT: This position is included in the 2018 - 2019 Adopted Budget. Prepared by: Reviewed and Approved: Tanya Bragg Sergio Gonzalez Director of Human Resources & City Manager Risk Management Attachment: 1) Budget Administrator - Classification Specification Date Adopted: 08/28/2007 Date Revised: 12/03/2018 Class Code: ACEA CITY OF AZUSA BUDGET ADMINISTRATOR DEFINITION Under the supervision of the Director of Finance, this is a responsible professional, technical position involving the analysis, implementation, research, and interpretation of budget guidelines; performs difficult and complex accounting work and prepares financial statements, budgets, analysis, and reports; perform related duties as required. See Essential Functions below for further detail. ESSENTIAL FUNCTIONS The following functions are typical for this classification. Incumbents may not perform all of the listed functions and/or may be required to perform additional or different functions from those set forth below to address business needs and changing business practices. Prepares reports, as directed, in response to specific requests of the City Manager or Director of Finance involving complicated cost and statistical analyses. Manages the daily budget operations to include financial data entry, budget control, budget amendments, mid-year adjustments, revenue coding of property and sales taxes, approval of payment request invoices, and the preparation of a variety of reports. Conducts studies/surveys for budget and operation analysis; may review legislation at the Federal and State level with budget impacts. Confers with departmental administrative personnel regarding budget preparation of revenues, expenditures and staffing requirements resulting in the preparation of a comprehensive workflow of City-wide personnel for budgetary purposes; makes recommendations for updates to the chart of accounts. Compiles and prepares periodic, annual and special reports that may include internal reports, reports to the State of California, and grant agencies and may be in the form of an oral or written presentation. Performs research and analysis on various proposals advanced by management and employee labor associations. Prepares a City-wide salary forecast; estimates salaries and fringe cost based on current MOUS, PERS actually reports, and similar costs. Posts budget transfers reviewed by accounting staff for accuracy and conformance; prepares or directs the preparation of related journal entries, account reconciliations, related schedules, and reports; work on year-end audit activities as directed. Prepares and updates the City-wide fees and charges schedule including consumer price Attachment 1 Budget Administrator Class Specification index increases, new fees, and the elimination of obsolete fees. Facilitates and attends budget meetings, makes recommendations on the development of a sound budget for long-range planning purposes. Performs various administrative tasks as assigned. Performs related duties as required. CLASS CHARACTERISTICS The Budget Administrator is a single position classification which reports directly to the Director of Finance and may also provide administrative support to the City Manager. QUALIFICATIONS GUIDELINES Education and/or Experience: Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary for satisfactory job performance. Example combinations include graduation from an accredited four-year college or university with major course work in accounting, economics, business, or a closely related field; any combinations of recent experience and training equivalent to five years of progressively responsible professional experience in local governmental accounting and finance, including at least one year in a supervisory capacity. A master’s degree in a related field or a CPA is desirable. Knowledge and Skills Knowledge of budgetary analysis particularly as it relates to municipal procedures and governmental accounting practices; general office policies and procedures; government revenue programs; various financial reports; grant administration and compliance; budget forecasting methods; Generally Accepted Accounting Principles (GAAP). Ability to establish and maintain effective working relationships; communicate clearly and concisely, both verbally and in writing and if needed, in chart form; analyze and evaluate financial data and reports for various budgetary, pay and employee benefit proposals; use a 10-key, familiarity with Microsoft Office products, internet research; perform and/or direct the accurate accounting of automated accounts payable, payroll, and general budget activity; use computerized technology to implement budget. MARGINAL FUNCTIONS These are position functions which may be changed, deleted or reassigned to accommodate an individual with a disability. SPECIAL REQUIREMENTS Possession of and ability to maintain a valid Class C California Driver’s License and a satisfactory driving record may be required. Budget Administrator Class Specification Environmental Conditions Work is performed primarily in a standard office setting; incumbents may be required to work extended hours including evenings and weekends from time-to-time. Physical Conditions Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.