Fiscal/Budget Analyst

Compensation Range

$96,075.20 - $121,700.80

--

Job Description Summary

Under the Budget Manager, the Fiscal Analyst participates in preparing budgets, monitoring, and advising management on fiscal operations, analyzing financial data, and developing fiscal resources, such as grants. The Fiscal Analyst tracks financial information, analyzes data to identify discrepancies or trends, forecasts revenues and expenditures, calculates costs/benefits, and recommends alternatives impacting the county’s overall fiscal position. Use information technology to analyze, compile and write standard financial and budget-related reports is critical for this role.

--

Job Description

Preparing Annual Budget (25%):

• Participate in preparation of Weld County’s budget by coordinating work with the Budget Manager, CFO, and others in the organization
• Work with departments to assess program budgetary needs and develop budget narratives
• Review complex budgetary requests for completeness, verify estimates, and summarize budgetary requests and reports for review by management
• Assist in balancing revenue and expenditure requests, preparing current annual budget estimates, and preparing long-term financial forecasts
• Use modeling tools or assist in the development of modeling tools used in the budget process
• Participate in rate-setting process for budgeting and for introduction of new services
• Perform cost-benefit analyses for projects or programs
• Prepare budget reports and budget entries
• Assist in preparing supplemental budget requests throughout the year
• Exercise discretion and judgment in making recommendations

Monitoring and Analysis of Fiscal Data (50%):

• Monitor revenue and expenditures during the year to verify compliance with budget appropriations
• Analyze and evaluate a variety of fiscal statements and statistical reports and explains the spending implications to administrators; alerts senior managers when their individual budgets are developing trends that could lead to deficits
• Work with departments to understand budget status and explain any budget variances
• Prepare revenue, expenditure, and fund balance projections based on year-to-date receipts/expenditures
• Coordinate with management to gather, analyze and summarize personnel cost data for use in financial forecasting
• Create, apply, and monitor budgetary performance goals to measure the financial efficiency and program effectiveness of complex agency and services
• Analyze, develop recommendations, and report on policy, management and programmatic issues having budgetary implications

Fiscal Reporting (10%)

• Prepare, analyze, and distribute various financial and fiscal reports and statements for internal and external use
• Retrieve data from various sources to produce reports
• Implement and maintain desktop software applications related to managing the status of and preparing the annual budget
• Design, test, and maintain Excel spreadsheets and graphs
• Give technical assistance to others in use of financial monitoring and reporting system
• Maintain and recommend improvements to ERP budget and finance system

Process Improvement (10%)

• Develop and/or recommend procedures to improve fiscal operations, including accessibility and ease of understanding the presented material
• Attend meetings and assist with financial studies and participate in meetings as a representative of the Finance Department
• Assess needs and assist in the development of data-based tools to aid in strategic management of budget activities. Initiate continuous improvement methodologies, including research, analysis, reporting, and customer feedback to ensure improvements are effectively applied to the budget process.

Other Duties as Assigned (5%)

--

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• Three or more years of progressively responsible experience, preferably in a public government setting
• Demonstrated outstanding verbal and written communication skills to all levels of an organization
• Ability to establish and maintain strong working relationships and communication with all levels of City staff, other public bodies or agencies, and members of the community
• Exercise proficiency, tact, and leadership in conducting studies, preparing and explaining recommendations, and assisting with the implementation of recommendations
• Places a high priority on attention to detail
• A high degree of personal and professional integrity is essential and must be consistently demonstrated in all situations
• Knowledge and demonstrated use of ERP systems and the suite of Microsoft Office products (Word, Excel, PowerPoint, Outlook, Teams) and Adobe Acrobat software platforms

Preferred Qualifications:

• Experience in fund accounting
• Budget experience with a government agency
• Experience with ERP system implementation

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands and fingers to handle or feel objects, tools, controls, or equipment, reach with hands and arms, talk, and hear. The employee frequently is required to sit. The employee is occasionally required to walk, stoop, and kneel.

The employee may occasionally be required to lift, carry and/or move up to 25 pounds.

Specific vision abilities required by this job include visual acuity to Colorado driver's license requirements.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The primary work environment is an office setting.  The noise level in the work environment is usually moderate.

--

Weld County provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.