Description

Job Summary:

The Budget Analyst assists in the development and maintenance of the annual capital and operating budgets, ensuring compliance with the North Carolina Local Government Budget and Fiscal Control Act (159, Article 3). This position supports financial operations and organizational objectives through comprehensive financial reporting and effective collaboration across departments. Primary responsibilities include conducting analyses and reconciliations of financial data, evaluating departmental budget submissions, and authorizing expenditures in accordance with the approved budget.

Duties/Responsibilities: 

       Reviews and tracks operating and capital requests for account accuracy, budget availability, and alignment with the approved budget. (Daily)

       Conducts analysis and monitoring of department and fund-level budgets through the preparation of projection reports and ad-hoc analyses. (Monthly, as             needed)

       Prepares, records, and tracks current year budget transfers, and records budget amendments in the financial application. (Daily, as needed)

       Provides departments with guidance on budget-related matters such as application navigation, data entry, expense tracking, capital and maintenance classification, and financial analysis. (As needed)

       Supports system readiness and provides assistance to users for budget application processes. (Annually)

       Assists in evaluating, reviewing, and updating upcoming fiscal year budget requests, ensuring all departmental expenditures are accurate and incorporated in the budget application. (Annually)

       Contributes to preparations for budget review meetings and ensures timely submission of preliminary budget documents. (Annually)

       Consolidates notes and proposed changes to the upcoming fiscal year budget resulting from budget review meetings. (Annually)

       Assists departments in developing meaningful and measurable performance metrics. (Annually)

       Assists with the compilation and submission of final internal, external, commission and GFOA budget documents, focusing on departmental budgets. (Annually)

       Assists the Budget Manager with various tasks to include variance reporting, managerial budget reviews, quarterly presentations to the commission, etc. (Daily, as needed)

Requirements

Required Skills/Abilities: 

       Excellent verbal and written communication skills.

       Excellent organizational skills and attention to detail.

       Strong analytical and problem-solving skills.

       Proficient with Microsoft Office Suite or related software.

       Ability to function well in a high-paced and at times stressful environment.

Education & Experience: 

(A)  Graduation from a four (4) year accredited university/college with a Bachelor’s Degree in accounting, finance, business administration, or related field; OR 

(B)  Graduation from a two (2) year accredited college or technical school with a degree/certification in business/ accounting/financial technology, or related field and a minimum of two (2) years of progressively responsible experience in fiscal or accounting experience which includes one (1) year in budgetary preparation and analysis; OR

(C)  An equivalent combination of education, training, and experience as defined in (A) and (B) above