Budget & Performance Analyst

City of Franklin

Starting Pay: $87,921 - $95,679/Annually

Please click the link below for Benefits Information:

https://acrobat.adobe.com/id/urn:aaid:sc:US:daea3470-95cc-4286-8a1e-fd08549bf6d0

I. Purpose of Job

• Performs complex analysis, budgeting, benchmarking, planning, and project management work in support of City services and departments. Work generally involves developing each fiscal years operating budget, tracking outcomes, and evaluating the efficiency and effectiveness of the City's various departments and services while identifying potential enhancements. Work requires considerable independent and creative thought and interpersonal skills to fully engage team members in identifying, developing, monitoring, and implementing the fiscal year budget and process changes.

II. Essential Job Duties

A. Budgeting

• Performs budget formulation work involving preparation of detailed analyses of annual and/or multi-year budget estimates for assigned organizations/ programs into a consolidated budget request.
• Responsible for annual setup of budgeting system and training of staff as necessary on the budget process.
• Trains departmental personnel on how to create their budget proposals and assists them in coding and researching general ledger transactions.
• Meets with City Administrator & Department Directors to obtain budget information and to finalize budget numbers.
• Analyzes Balance Sheet and Income Statement accounts to monitor and evaluate departmental spending and purchasing patterns.
• Works with Human Resources to capture personnel changes and ensure workforce costs are properly entered into the budgeting system.
• Evaluates and compiles performance measures for each department based on the strategic plan and City goals.
• Performs revenue projections to accurately reflect the City's financial position.
• Prepares the wage workbooks to assist HR with annual raises and longevity pay
• Assists Department Directors with developing requests of personnel and major equipment expenditures that ensure service commitments and that expectations are being fulfilled.
• Performs budget execution and administration work involving the monitoring of obligations incurred and the actual expenditures of a budget with different sources and types of funding, such as direct annual, multi-year, and no-year appropriations.
• Provides advice, assistance, and guidance on budgeting and related information.
• Uses automated budgetary system(s) and computer-generated products in accomplishing budgeting assignments.

B. Financial Administration & Support

• Performs a variety of financial tasks, which may include posting financial data, balancing accounts, and tracking fund activity.
• Responsible for assisting external auditor with the audit of budget information as requested.
• Performs internal audits as appropriate and timely. Assists with audit and preparation of Annual Comprehensive Financial Report (ACFR).
• Responsible for recording journal entries for interdepartmental billings and inter-fund transfers as necessary.

C. Analyze Processes & Performance

• Supports in the development, implementation, monitoring, and continued analysis of the City's Strategic Plan and other long-range plans.
• Investigate procedures, processes, field operations and work activities; analyze and make recommendations aimed at making service delivery more efficient.
• Consult with department heads to identify areas needing research and investigation.
• Evaluate policy changes and make recommendations when investigations indicate policy changes are required.
• Collect and compile information from other jurisdictions and other sources regarding 'best practices' as necessary for city services and functions.
• Assist departments in establishing good performance measurement systems using financial and budget criteria and operational methods.
• Develop strategies to effectively communicate findings and issues to elected officials, leadership, City departments and other agencies.
• Identifies and coordinates the implementation of initiatives that simplify and standardize essential business activities within the City's various departments while ensuring compliance with legal requirements and service commitments.
• Coordinates, reviews, analyzes, and prepares business plans, financial, managerial, and/or cost of service studies relating to trends, variances, revenue implications and cost control of city services and provides Board of Mayor and Alderman, City Administrator, Assistant City Administrators, and Department Directors with recommendations for solutions.
• Coordinates with City Administrator, Assistant City Administrators, and Department Directors on new and existing policies and ordinances with regard to city departments.
• Drafts and presents municipal ordinances to the Board of Mayor and Alderman as needed.

D. Reporting and Benchmarking

• Prepares monthly, quarterly and annual activity reports City Administration and the Board of Mayor and Alderman.
• Prepares and completes various statistical, periodic, and special reports and projects for the Board of Mayor and Alderman, City Administrator, Assistant City Administrators, and Department Directors.
• Develop reports to track and monitor efficacy of City services.
• Assess and benchmark customer needs, market dynamics, technology, and competition for changes to existing processes.
• Communicates regularly with Department Directors regarding policies and procedures to support level of service commitments within the community.
• Supports in the implementation and execution of the City's bi-annual Citizen Survey.

III. Key Competencies Required

• Job Content Knowledge: Has thorough knowledge of the policies, procedures, and activities of the City as they pertain to the performance of duties relating to the position of Public Works Operations Analyst. Is knowledgeable of accounting practices as necessary in the completion of daily responsibilities. Is capable of reading and using engineering technical documents, standard operating procedures, budget documents and cost estimates. Perform word processing and data entry functions. Is knowledgeable of personnel rules and regulations and principals of supervision. Has comprehensive knowledge of the terminology, principles, and methods utilized within Public Works. Is knowledgeable and proficient with computers.
• Language Skills: Read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Responds to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Write speeches and articles for publication that conform to prescribed style and format. Effectively present information to top management, public groups, and/or boards of directors.
• Mathematical Skills: Works with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.
• Reasoning Ability: Defines complex problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Teamwork: Develops constructive and cooperative working relationships with others. Encourages others to express their ideas and opinions. Provides input into identifying and solving problems. Anticipates need of others for information about job tasks and work environment and provides it to them in a timely manner. Willingly assists others with job tasks when appropriate.

IV. Physical Demands and Work Environment

Physical Demands: Performance of the essential duties of this job requires the incumbent to:

• Must be able to remain in a stationary position 50% of the time.
• Frequently move about inside the office/building to access file cabinets, office machinery, the public, etc.
• Regularly operates a computer and other office productivity machinery, such as a calculator, copy machine, computer, printer, and telephone.
• Regularly positions self to maintain office area and items needed to complete daily tasks.
• Regularly communicates information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Occasionally moves/transports up to 25 pounds.

Work Environment:

• The primary work environment is moderately noisy (examples: business office with computers and printers, light traffic).
• Secondary work environment may require the incumbent to be exposed to the following environmental conditions:
• Occasional exposure to wet or humid conditions
• Occasional work near moving mechanical parts
• Occasional work in outdoor weather conditions