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CITY OF SAN JOSE

BUDGET SUPERVISOR (U) (1655)

CLASS PURPOSE

Under direction, an employee in this class performs supervisory and administrative work of considerable difficulty in planning, coordinating, developing, and monitoring the centralized budget, and Capital Improvement Program for the City of San Jose. Performs related work as required.

TYPICAL DUTIES AND RESULTS (The position may not include all the duties

listed, nor do the examples cover all the duties which may be performed.)

• Assigns, trains, supervises and evaluates staff and their work.

• Guides and controls under direction of the Director of OMB the compilation of the operating and capital budgets.

• Reviews and proposes modification of existing standards and procedures governing budget preparation.

• Proposes new procedures as circumstances indicate.

• Counsels and advises operating departments in the preparation of their budgets.

• Supervises the compilation of the City-wide budget.

• Participates in administrative review of proposed departmental budgets.

• Evaluates proposals and recommends disposition of requests and proposals.

• Evaluates or supervises the evaluation of departmental activities and work programs, work load indications, budget trends, and related elements.

• Recommends appropriate actions.

• Assists in preparing for and presenting the proposed budgets to the City Counsel.

• Ensures the proper recommendations and recording of legislative budget determinations.

• Ensures that the final budget is completed as approved by the City Council, and ensures that all departments are fully informed of the final budget.

• Supervises the maintenance and use of budgetary controls following enactment of the budget.

• Personally processes the more complex and difficult cases.

• Ensures maintenance of allotment controls, initiates requests for necessary appropriations, supervises and performs surveys and analyses of revenues expenditures programs, staffing patterns and similar and related factors involved in budgeting.

• Supervises and participates in the preparation of the Five Year Capital improvement Program to include reviewing revenue and expense estimates prepared by departments, rationalizing proposed programs in terms of City priorities and existing commitments; coordinating problem areas involving more than one department.

• Assumes responsibility for the maintenance of safety in the Office of Management and BudgetMaintains effecti:ve working relationships with other City Departments, County Offices, State and Federal agencies involved in the activities of this City, and is responsible for legislative review of those items which have budgetary or Capital Improvement impact.

Typical End Results Include: Maintaining an efficient City wide budgetary system, a competent motivated budget staff, the establishment and enforcement of budgetary policies and procedures; the generation of budget records, reports, analyses, and studies.

DISTINGUISHING CHARACTERISTICS

This is a single position class in the Office of Management and Budget. Work is performed with a high degree of independence. This class differs from that of Senior Management Analyst in that an incumbent of the latter leads a smaller group of professional staff and is not responsible for the budget supervision function on a City-wide basis. This class differs from lateral supervisory classes in that this class requires specialized expertise in budget-related matters.

QUALIFICATIONS

Minimum Knowledges, Skills and Abilities

• Knowledge of principles of public budgeting systems, financial management, and budgetary controls.

• Ability to plan, coordinate, develop, and monitor the budget for the City of San Jose, including both operating and capital programs.

• Ability to supervise and evaluate staff.

• Ability to process complex budget requests and recommend appropriate courses of action.

• Competency Knowledges, Skills and Abilities

• Ability to coordinate the preparation of the Five Year Capital Improvement Program.

• Ability to evaluate proposals, budget trends, department requests, and Council policy in order to prepare and present the operating budget.

• Ability to establish and maintain effective working relationships with all City departments.

• Ability to motivate staff to generate budget-related reports, analyses, and special studies.

Training and Experience

Any combination of training and experience equivalent to graduation from an accredited college or university with advanced undergraduate course-work in economics, public or business administration, or related field, and five (5) years of increasingly responsible professional analytical staff experience including at least two years of experience in developing, analyzing and administering complex budgets.

Licenses/Certificates

Possession of a valid State of California Driver's License may be required.

(6109P/0363P)