PRINCIPAL BUDGET ANALYST / U (1659)

7/27/90

City of San José

PRINCIPAL BUDGET ANALYST (U) (1659)

CLASS PURPOSE

Under general direction of the Budget Director, plans, organizes, coordinates, and directs the day-to-day operations of a Budget Office section performing work of considerable difficulty in capital budget or operating budget analysis. Performs related work as required.

TYPICAL DUTIES AND RESULTS (Any one position may not include all the duties listed, nor do the examples cover all the duties which may be performed.)

Plans, organizes and directs the work of assigned Budget Office staff in compiling, analyzing and monitoring the City budget; in analyzing City organizational structures and functions and recommending improvements; in conferring and negotiating with representatives of various City departments on program and budget issues, and in conducting analytical studies of complex financial/organizational issues.
Selects, orients, trains, develops, and evaluates performance of assigned staff members.
Coordinates the work of assigned staff with the overall Budget Office work plan, and with the work of other organizations.
Controls the quality and timeliness of work assignment completion.
Provides technical resources and assistance to assigned staff in budget, organizational and productivity analysis methods, guidelines and procedures.
Directs and participates in the analysis of complex problems having significant impact on City operations and/or organizational health, as assigned.
Recommends courses of action to the Budget Director in the areas of policy development and of program planning, implementation and evaluation.
Represents, verbally and in writing, Budget Office interests, positions, and recommendations to the City Manager, City Council members, City Council appointees, and other City administrators and staff members.
Evaluates existing programs and activities and initiates action for improvement.

Typical End Results Include:

Effective, accurate and timely production of quality budget analyses; an effectively supervised, highly motivated, and well trained staff; quality solutions to complex organizational, fiscal and policy problems.

DISTINGUISHING CHARACTERISTICS

These unclassified positions, limited to the Manager's Budget Office, report to the Budget Director and manage a major functional area, i.e., City Operating Budget or City Capital Budget. Incumbents supervise Sr. Budget Analysts. This City-wide budget class differs from Sr. Analysts in other City departments both in level and focus of responsibilities. Sr. Analysts generally have a broader range of functions, and the scope of their budget responsibility is normally limited to one department. Sr. Administrative Officers generally have a broader scope of functions than Principal Budget Analysts who focus on City-wide budget matters.

QUALIFICATIONS

Minimum Knowledges, Skills and Abilities

Knowledge of the theory, principles and practices of governmental budgeting and finance.
Knowledge of the principles and practices of supervision and personnel management.
Knowledge of the principles, programs and practices of fiscal management.
Knowledge of the principles of management analysis and effective organizational design.
Ability to plan, organize and evaluate the activities of a major Budget Office unit.
Ability to communicate effectively orally and in writing.
Ability to effectively select, train, motivate, and supervise professional staff.
Ability to work under stressful conditions for long hours.
Ability to operate effectively in a team oriented setting.
Ability to take the initiative and be creative in order to accomplish objectives.
Ability to establish and maintain effective working relationships.
Ability to operate basic computer tools.

Competency Knowledges, Skills and Abilities

Knowledge of the City of San Jose's budgeting policies and practices.
Knowledge of the City of San Jose's organizations, functions, processes, personnel, codes, charters, ordinances, policies and procedures applicable to assigned functions.
Ability to demonstrate sound judgment and provide unbiased advice in formulating recommendations for the Budget Director, Deputy City Manager and City Manager.
Ability to impressively represent the Budget Office to department heads and City Council members and appointees.
Ability to work effectively and provide a positive role model for budget analysts under extremely stressful conditions.
Ability to interact effectively with strong personalities under pressure.

Training And Experience

Any combination of training and experience equivalent to completion of a Bachelor's Degree from an accredited college in economics, accounting, finance, business administration, public administration or a closely related field, and six (6) years of increasingly responsible management administrative analytic work experience, including three (3) years of public sector budgeting, and two (2) years of supervisory experience.

License/Certificates

Possession of a valid California driver's license may be required.

3430P/0001P