Budget Analyst

Budget Analyst

Salary

$140,697.44 - $171,011.36 Annually

Location

San Jose Metropolitan Area, CA

Job Type

Full-Time

Job Number

26-C6F-B

Department

County Executive

Division

Office of Budget and Analysis

Opening Date

10/06/2026

Closing Date

10/29/2026 11:59 PM Pacific

Bargaining Unit

93

• Description
• Benefits
• Questions

Description

Under general supervision, to perform professional level budget preparation, analysis, and administrative work that includes variance analysis, financial forecasting, tracking of operating and capital plans, reserve forecasts, and long-range financial strategies.

The Office of Budget and Analysis (OBA) is part of the County Executive's Office and is responsible for countywide budget and analysis. The team reports to the County Budget Director and supports the County's executive leadership by assisting the County Executive, Chief Operating Officer, and Deputy County Executives with the overall administration of the County through policy and financial analysis that supports strategic decision making. The work performed by OBA staff is often at a system level, across multiple or all departments.

The selected candidate will become an integral member of a dynamic team that is passionate about public service and needs to be able to develop strong professional relationships within the team and with County leadership. This analyst is expected to perform budget and policy analysis, likely as part of OBA's hospital team; however, assignments may change based on evolving organizational needs and individual skill sets. The role requires a dynamic and organized individual who can effectively manage high-pressure situations, partner with departments to navigate budget and policy analysis work, and identify creative solutions in a budget reduction environment.

Typical Tasks

The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.

• Participates in the development of the annual County budget by making recommendations on revenue sources and funding levels; analyzes and evaluates agency/department budget requests and other proposals for immediate and long-term policy and fiscal impacts; prepares expenditure and revenue recommendations for assigned agencies/departments;
• Defines financial reporting and information needs to be used for budgetary analysis, providing information for decision making, publication of the annual budget document, budget execution, data integrity, consolidation, and special reports; evaluates work processes, systems, and procedures and coordinates any systems modifications with the Technology Services and Solutions Department and the Controller-Treasurer Department;
• Conducts a variety of informational, financial, budgetary, analytical, statistical, and economic analysis; prepares written and oral reports with recommendations on resource allocation, program evaluation, and other matters of concern for presentation to the County Executive, the Chief Operating Officer, Deputy County Executives, agency/department management, and/or Board Policy Committees in written, graphic, and oral form;
• Prepares various budgetary, informational, financial, and statistical reports, such as financial variance analysis, fund balance analysis, Countywide financial status, and multi-year budget trend analysis, etc.;
• Assists and participates in cost allocations and indirect cost rate proposals;
• Interacts with the Controller-Treasurer Department to resolve accounting discrepancies or financial reporting issues;
• Monitors expenditures and revenues for assigned agencies/departments; investigates and reports on unusual occurrences; evaluates and provides recommendations on mid-year adjustments;
• Recommends guidelines for the development of spending plans, including both one-time and ongoing resources for programs, capital expenses, technology improvements, and reserves;
• Implements or assists in the implementation of program or policy changes and in the facilitation of new financial strategies;
• Participates in the Position Control Process by updating the position budget salaries and works with departments regarding unallocated funding inquiries, including maintaining the Position Budget Report;
• Represents the County Executive to elected officials, executive leaders, and management staff in meetings regarding financial concerns, agency/department initiatives, and/or Countywide policy goals; advises on long-range financial management strategies;
• Analyzes complex labor contract negotiations proposals for cost and fiscal impact and recommends alternatives, within budgetary limits, to the County's designated representative for labor negotiations purposes;
• Prepares and presents, or assists in the presentation of, budget analysis for labor contract negotiations purposes;
• May act as staff to one or more Board Policy Committees, working cooperatively with Board of Supervisors' staff and the Clerk of the Board of Supervisors to prepare and maintain committee workplans, plan committee agendas, and track committee referrals and requests for information;
• Acts as liaison to local government agencies and contractors and responds to a variety of information requests from both inside and outside the County on issues related to financial forecasting, revenue issues, and resolution strategies; advises on policy, operational, and service delivery decisions;
• Provides costing support and analysis during the labor negotiations process;
• Successfully utilizes the budget preparation technology to generate accurate data in the budget document;
• Reviews agency/department transmittals to the Board of Supervisors for accuracy, completeness, and fiscal/policy implications and provides recommendations to the Agenda Review Committee regarding agenda placement;
• May be assigned continuing responsibility for agenda review administration;
• Monitors agency/department reports to the Board of Supervisors and/or Board Policy Committees; reviews reports for accuracy, completeness, and fiscal/policy implications;
• May act as project leader on assignments that involve supervision of assigned professional and clerical staff and coordination with various county agency/department staff and/or outside consultants;
• May be assigned as a Disaster Service Worker (DSW), as required*;
• Performs other related duties, as required.

Employment Standards

Sufficient education, training, and experience to demonstrate the ability to perform the above tasks, plus the possession and direct application of the following knowledge and abilities:

Training and Experience Note: The required knowledge and abilities are attained through training and experience equivalent to a Bachelors Degree, preferably in Accounting, Business Administration, Business Management, Economics, Finance, Political Science, Public Administration, Statistics, or a closely related field. Relevant analytical, administrative, lead, supervisory, or management experience that includes interpreting rules and regulations, gathering data and formulating recommendations, and report writing can substitute for education on a year-for-year basis;

and

Four (4) years of analytical, administrative, lead, supervisory, and/or management work experience, including two (2) years of budgeting, financial, and/or economic analysis experience. Public sector budgeting, financial, and/or economic analysis experience is preferred.

A Masters Degree in Public Administration, Business Administration, or a related field may be substituted for one (1) year of the analytical, administrative, lead, supervisory, and/or management work experience, although it may not substitute for the required budgeting, financial, and/or economic analysis experience.

Special Requirements

• Ability to travel to alternate locations in the course of work. If driving, possession of a valid California driver's license prior to appointment and the ability to qualify for and maintain a County driver authorization.
• *As a condition of employment, pursuant to California Government Code Sections 3100-3109 and Local Ordinance, all County of Santa Clara employees are designated Disaster Service Workers (DSWs), including extra help. A DSW is required to complete all assigned DSW-related training, and in the event of an emergency, return to work as ordered.

Knowledge of:

• Current economic conditions/trends related to financial forecasting, planning, and related policy issues necessary to advise management on how to plan, develop, and coordinate programs and fiscal policies for the County;
• Principles and practices of governmental organization and administration;
• Principles, practices, and techniques of governmental/general accounting, budgeting, financial forecasting, and financial/economic/statistical/management analysis;
• Principles of management analysis and organizational design necessary to formulate administrative policies and procedures;
• Methods of report preparation, writing, and presentation;
• Relevant local, state, and federal laws and regulations related to contracts, financial policy, and reporting requirements;
• Current computer information systems, common office applications, and financial spreadsheets and database software;
• Principles and practices of project management;
• Sources of revenue and expenditures typical of local government;
• Public speaking, presentation delivery, and negotiation techniques;
• Principles and practices of research, data collection, and evaluation necessary to develop effective recommendations;
• Principles and practices of contract administration;
• English usage, style, grammar, punctuation, and spelling.

Ability to:

• Analyze and evaluate a variety of complex issues, utilizing a variety of techniques, to recommend, negotiate, and implement effective solutions to budgetary issues on behalf of the County Executive;
• Translate complex financial issues in lay terms;
• Interact with others effectively under pressure and determine the appropriate course of action in stressful situations;
• Represent the department before committees and outside agencies;
• Plan, organize, direct, and evaluate programs in assigned areas of responsibility and perform related administrative activities;
• Produce and deliver well-written reports and presentations containing effective recommendations to County management, representatives of other agencies, and other interested members of the community;
• Analyze and understand factors that impact the Countys financial and economic position and how those factors translate to overall budget process, budgetary projections, organizational structure, administrative procedure, and public policy;
• Successfully present findings and recommendations orally before OBA management, county agency/department management, the County Executive, the Board of Supervisors, representatives of other governmental agencies, and the public;
• Utilize computers and advanced computer software to analyze information;
• Keep abreast of relevant laws, regulations, and professional practices governing the conduct of the Countys financial affairs;
• Analyze policies and procedures and make recommendations to management;
• Work effectively under minimal supervision;
• Communicate effectively, both orally and in writing, with people of diverse backgrounds and cultures;
• Establish and maintain effective working relationships with those contacted in the course of work, at all levels, including colleagues, the public, and representatives of other agencies.

The County offers comprehensive first-class medical, dental, and vision benefits plans for County employees and their dependents, including plans with no deductibles, no co-pays, no co-insurance, and no prescription drug co-pays. Learn more here.

The County also offers generous paid time off with significant vacation, sick time, and 13 paid County holidays annually! Details are included in the Memorandum of Understanding/Agreement with the bargaining unit applicable to the job classification.

In addition to the amazing perks above, the County also offers the additional benefits below.

Retirement Benefits

The County offers robust retirement plans including a 457(b) Deferred Compensation Plan (similar to the private sector's 401(k) plan) and the CalPERS pension plan. In addition to lifetime retirement income available through the CalPERS pension plan, the 457(b) Deferred Compensation plan provides a great way to save for retirement and supplement the defined benefit pension available to employees. These plans help our employees build a plan for their future and contribute to their family's long-term financial well-being.

Health Flexible Spending Account

The Health Flexible Spending Account (HFSA) empowers employees to manage healthcare expenses efficiently with tax-free contributions (up to $3,200 for the 2024 calendar year). Secure tax-free solutions for your healthcare expenses and enjoy the flexibility to manage your healthcare finances effectively with the HFSA.

Dependent Care Assistance Program (DCAP)

The Dependent Care Assistance Program (DCAP) enables employees to utilize tax-free funds for dependent care services, facilitating a convenient and cost-effective approach for managing your dependent care expenses. The County also offers the Employee Childcare Assistance Plan, an employer-funded DCAP, for employees with annual income under $120,000.

Life and AD&D

The County offers life and disability benefits including Life Insurance, Accidental Death and Dismemberment (AD&D) Insurance, Long-Term Disability insurance, California State Disability Insurance, and Integration with Leave. These benefits ensure financial security and income support when you and your family need it most.

Employee Assistance Program (EAP)

The County prioritizes employee mental health and well-being and offers a top-tier Employee Assistance Program (EAP) through Concern providing confidential counseling sessions covering stress, anxiety, relationships, grief, as well as financial/legal services, personal coaching, child and elder care referrals, and comprehensive crisis support.

Employee Wellness

The Employee Wellness Program offers free wellness programing, fitness classes and resources; including Elevate My Wellness an all-in-one platform designed to elevate your well-being journey.

Education Reimbursement

A generous Learning and Employee Development program is available, including Education Reimbursement for employees seeking additional training and professional development.

NOTE: Benefit and Retirement information may vary from bargaining unit to bargaining unit. Due to changes in State Law, current pension provisions described in the union contracts are not automatically applied. Specific pension benefits for new hires who start on or after January 1, 2013 may be different than indicated in the union contracts.

Click here to access all Memoranda of Understanding and most recent Summary of Changes.

01

Please answer the following questions: The completion of the following supplemental questions is REQUIRED for your application and is an integral part of the evaluation process. Initially, it will be used to determine the minimum qualifications. For those applicants meeting the employment standards, this information will be critical in the subsequent competitive assessment to identify those candidates to be invited to continue in the examination process.

Your responses to the questions may also be reviewed and scored in a Competitive Rating evaluation process based on pre-determined rating criteria. Your answers should be as complete as possible, as no additional information will be accepted from applicants once the Competitive Rating evaluation has begun. Please include the name of the employer, job title, dates of employment, and number of hours worked per week for questions asking about your experience. A response of "see resume" or "see application" will deem your application incomplete.

Have you read and understood all the information listed above?

• Yes
• No

02

What is the highest level of education you have completed?

• Did not graduate high school / did not obtain GED
• High School or GED equivalent
• College (1 to 29 semester units / 1 to 44 quarter units)
• College (30 to 59 semester units / 45 to 89 quarter units)
• College (60 to 89 semester units / 90 to 134 quarter units)
• College (90 to 119 semester units / 135 to 179 quarter units)
• College (120 or more semester units / 180 or more quarter units)
• Associates Degree
• Bachelors Degree
• Masters Degree
• Doctoral Degree

03

Do you possess a bachelors degree in any of the following fields?

• Accounting
• Business Administration
• Business Management
• Economics
• Finance
• Political Science
• Public Administration
• Statistics
• Closely related field
• None of the above

04

If you have selected "closely related field" in the previous question, please state your degree and major. If not applicable, indicate "N/A".

05

Do you possess a masters or higher-level degree in any of the following fields?

• Public Administration
• Business Administration
• Related field
• None of the above

06

If you have selected "related field," please list the masters degree you have successfully obtained. If not applicable, indicate N/A.

07

How many years of experience do you have in performing analytical, administrative, lead, supervisory, or management duties? Relevant experience includes interpreting rules and regulations, gathering data, formulating recommendations, and report writing.

• No experience
• Less than one year
• One to less than two years
• Two to less than three years
• Three to less than four years
• Four to less than five years
• Five to less than six years
• Six or more years

08

Describe your experience performing analytical, administrative, lead, supervisory, or management duties. If none, type "N/A". Please include the name of the employer, job title, dates of employment, and the number of hours worked per week.

09

Describe your experience interpreting rules and regulations, gathering data, formulating recommendations, and report writing. If none, type "N/A". Please include the name of the employer, job title, dates of employment, and the number of hours worked per week.

10

How many years of experience do you have performing budgeting, financial analysis, or economic analysis?

• No experience
• One to less than two years
• Two to less than three years
• Three to less than four years
• Four to less than five years
• Five or more years

11

Describe in detail your specific experience in budgeting, financial, and/or economic analysis. If none, type "N/A". Please include the name of the employer, job title, dates of employment, and the number of hours worked per week.

12

How many years of experience do you have in budgeting, financial analysis, and/or economic analysis for a governmental agency?

• No experience
• Less than one year
• One to less than two years
• Two to less than three years
• Three to less than four years
• Four to less than five years
• Five or more years

13

Describe in detail your specific experience in budgeting, financial, and/or economic analysis for a governmental agency. If none, type "N/A", Please include the name of the employer, job title, dates of employment, and the number of hours worked per week.

14

Describe your experience working with key decision makers to help inform important decisions and examples of collaborating with different professional disciplines in a fast-paced work environment (i.e., engaging with key decision-makers regarding implications of policy change, changing strategy, or organizational changes). In your response, indicate the level of interaction with the organization's decision-makers (e.g., CEO, other executives, division head, manager, etc.). If you have no experience, indicate "N/A".

15

Describe your experience and give an example of your work analyzing and evaluating a variety of complex issues or policies, utilizing a variety of techniques to recommend, negotiate, and implement effective solutions on behalf of an executive or other key decision makers. Please include the name of the employer, job title, dates of employment, and the number of hours worked per week. If you have no experience, indicate "N/A".

16

Describe your experience in presenting data and information. Include the objectives of the presentations and the size and composition of the intended audiences (representatives of other agencies, and other interested members of the community, coworkers, executive-level professionals, etc.). Please include the name of the employer, job title, dates of employment, and the number of hours worked per week. If you have no experience, indicate "N/A".

17

Describe your experience working with budgeting software and other financial management tools. In your response, include the software program(s) you used, your skill level (beginner, intermediate, or advanced), the types of functions you used, and the types of reports you created and/or data input. If not applicable, indicate "N/A".

18

Describe your experience using Microsoft Excel. In your response, include the types of functions you used (formatting worksheets and sorting data; creating formulas, charts, and graphs; pivot tables; links between files; using vertical and horizontal lookup; building macros, styles, and wizards); and the audience accepting or reviewing the final product. If not applicable, indicate "N/A".

19

How did you find out about this job?

• Contacted by County Recruiter
• Contacted by a Recruitment Firm
• County Employee Referral
• County of Santa Clara Career Website
• County of Santa Clara Job Interests Email Notification
• Facebook
• Instagram
• LinkedIn
• Indeed
• Virtual Job Fair
• In Person Job Fair
• In-Person Networking Professional Event
• Virtual Networking Event
• Community Event
• Glassdoor
• Governmentjobs.com
• Professional Association
• Search Engine (Google, Bing, online search, etc.)
• Hospital Website: SCVMC, OConnor Hospital, St. Louise Regional Hospital Website
• Handshake
• Student Career Center
• County Text Message
• County Career Newsletter
• Other (Specify in the next question)

20

If you selected an event/fair or other in the question above. Please specify. If not, indicate N/A.

Required Question

Employer County of Santa Clara

Address 70 W. Hedding Street

8th Floor, East Wing

San Jose, California, 95110

Phone (408) 299-6816

Website http://www.sccjobs.org/