SAN FRANCISCO HOUSING AUTHORITY CLASSIFICATION DESCRIPTIONCLASSIFICATIONBUDGET ANALYST IINUMBERDIVISIONFINANCESCHEDULE63.05UNION STATUSNONUNIONFLSAEXEMPTAPPROVEDDATEREV. 7/31/98Director of Human ResourcesESSENTIAL
NATURE OF CLASSIFICATION
Under general direction, the Budget Analyst II classification is responsible for providing technical assistance in budget preparation and control activities, and performing specialized professional work in analyzing and estimating future revenue and expenditures. The Budget Analyst II classification is a nonunion professional classification which exercises direct supervision over technical and clerical staff involved in budgetrelated activities. This classification is distinguished from Budget Analyst I in that the Budget Analyst II is assigned greater and/or more complex financial responsibilities.
EXAMPLES OF ESSENTIAL DUTIES Following are representative examples of the essential duties and responsibilities associated with the Budget Analyst II classification. The incumbent in the classification may be required to perform other related duties, as assigned by the Budget Manager. Establishes schedules and methods for budget development in assigned areas of responsibility. Implements Authority goals, objectives, policies and procedures regarding all budget services and activities. Supervises and evaluates the work of budget analysts and related personnel involved in budget preparation. Participates in the employee selection process for positions within the assigned unit; and makes recommendations regarding the selection of personnel. Coordinates the provision of staff training and development activities. Recommends and implements progressive disciplinary actions, as required. Participates in the completion of the Authority 痴 operating budget; compiles data based on statistical studies of trend analyses; estimates revenue, expenditures and reserves; participates in the forecast of additional funds needed for staffing, equipment, materials and supplies; and receives, interprets, analyzes and summarizes budget requests. Establishes procedures for budget control, transfers and revisions; and prepares budget forecasting and preparation procedures, schedules, forms and instructions for management use in budget processes. Coordinates the development of operating and program budgets for other divisions and programs; creates, distributes and consolidates all budget packets; and meets with division directors to review and discuss budget requests. Participates in the budget hearings. Prepares materials, charts and graphics for budget hearings and workshops. Prepares financial and budget related reports and analyses. Performs special studies and analyses as required.
SAN FRANCISCO HOUSING AUTHORITY CLASSIFICATION DESCRIPTIONCLASSIFICATIONBUDGET ANALYST IINUMBERDIVISIONFINANCEPAGE2 OF 3 EXAMPLES OF ESSENTIAL DUTIES (CONTINUED) Participates in the maintenance and control of the adopted budget; reviews divisional and other assigned budgets; keeps division directors advised of potential budgetary problems; recommends mid year adjustments and approaches to balancing budgets; and prepares quarterly reports. Reviews for approval purchase requisitions and personnel request forms. Conducts audits of financial records and procedures; audits accounts, projects, procedures, contracts, departmental budgets and balance sheet accounts; and recommends corrective action as appropriate. Coordinates computer activities related to the budget with other divisions and with other employees within the Finance Division. Prepares reports, memoranda, letters and other forms of documentation associated with the duties and responsibilities of the classification. Attends departmental and agencywide meetings, and meetings of other operating divisions of the Authority, as required.
MINIMUM QUALIFICATIONS KNOWLEDGE The incumbent must possess considerable knowledge of the principles and practices of public accounting and auditing; public budgeting procedures and techniques; laws regulating public finance and fiscal operations; and techniques of statistical analysis. SKILLS The incumbent must possess the ability to coordinate budget preparation and control activities; analyze and estimate future revenues and expenditures; develop effective budget preparation procedures, forms and schedules; read, understand, interpret and apply applicable regulations, procedures and policies; prepare clear and concise reports; perform complex statistical and financial analyses; prepare and administer detailed budgets; utilize PCbased word processing, spreadsheet and database software programs such as WordPerfect 5.1 or 6.0, Microsoft Word, Microsoft Excel; Microsoft Access, and Borland Paradox; and communicate effectively, both orally and in writing. EDUCATION, EXPERIENCE AND LICENSURE Any combination of training and experience that would likely provide the knowledge and skills required to effectively perform the duties and responsibilities associated with the position is qualifying. A typical way to obtain such knowledge and skills would be as follows. Education equivalent to the completion of a Bachelor 痴 degree from an accredited college or university with major course work in accounting, economics, statistics or a related financial area.
SAN FRANCISCO HOUSING AUTHORITY CLASSIFICATION DESCRIPTIONCLASSIFICATIONBUDGET ANALYST IINUMBERDIVISIONFINANCEPAGE3 OF 3MINIMUM QUALIFICATIONS (CONTINUED)
Three (3) years of increasingly responsible professional accounting, budgeting and auditing experience. Sensitivity to and experience working with the ethnically and culturally diverse individuals, communities, agencies and organizations which comprise the constituency of the San Francisco Housing Authority.
BENCHMARK TO CCSF CLASS 1823 SENIOR ADMINISTRATIVE ANALYST