Description

Job Summary:

The Sr 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 analyses and monitors department and fund-level budgets through the preparation of projection reports, variance reports, trend analysis and ad-hoc analysis, and implements corrective action. (Monthly, as needed)

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

       Assists with the preparation and recording of budget amendments in the financial application. (As needed, 5-8 per year)

       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, serves as a system administrator, and provides assistance to users for budget application processes. (Annually)

       Evaluates, reviews, and updates upcoming fiscal year budget requests, ensuring all departmental expenditures are accurate and incorporated in the budget application. (Annually)

       Contributes to preparations for departmental budget review meetings and facilitates review sessions. (Annually, as needed)

       Contributes to preparations for divisional budget review meetings, ensures timely submission of preliminary budget documents, and provides answers to questions at presentations alongside Budget Manager. (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 to include expense, capital, and revenue budgets and supporting documents. (Annually)

       Assists with the preparation of the budget presentation to the Commission. (Annually)

       Assists the Budget Manager with various tasks to include variance reporting, personnel management, managerial budget reviews, quarterly presentations to the commission, etc., and acting in the absence of the Budget Manager (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: 

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

       3-5 years of experience

       An equivalent combination of education, training, and experience as defined above