Budget & Performance Analyst

City of Franklin

The City of Franklin is a progressive community and an excellent place to live and work. Our municipal government offers abundant opportunities to build a meaningful, successful career. Each role is diverse, challenging, and rewarding, and employees share a strong sense of civic pride through service to the public.

Starting Pay:

$87,921 - $95,679 Annually

Benefits Information:

https://acrobat.adobe.com/id/urn:aaid:sc:US:6d8b22a2-9100-428b-9e4f-3e6c0ea61a20

Purpose of Job

Performs complex analysis, budgeting, benchmarking, planning, and project management work in support of City services and departments. Work generally involves developing each fiscal years operating budget, tracking outcomes, and evaluating the efficiency and effectiveness of the City’s various departments and services while identifying potential enhancements. Work requires considerable independent and creative thought and interpersonal skills to fully engage team members in identifying, developing, monitoring, and implementing the fiscal year budget and process changes.

Essential Job Duties

A. Budgeting

• Performs budget formulation work involving preparation of detailed analyses of annual and/or multi-year budget estimates for assigned organizations/ programs into a consolidated budget request.
• Responsible for annual setup of budgeting system and training of staff as necessary on the budget process.
• Trains departmental personnel on how to create their budget proposals and assists them in coding and researching general ledger transactions.
• Meets with City Administrator & Department Directors to obtain budget information and to finalize budget numbers.
• Analyzes Balance Sheet and Income Statement accounts to monitor and evaluate departmental spending and purchasing patterns.
• Works with Human Resources to capture personnel changes and ensure workforce costs are properly entered into the budgeting system.
• Evaluates and compiles performance measures for each department based on the strategic plan and City goals.
• Performs revenue projections to accurately reflect the City’s financial position.
• Prepares the wage workbooks to assist HR with annual raises and longevity pay
• Assists Department Directors with developing requests of personnel and major equipment expenditures that ensure service commitments and that expectations are being fulfilled.
• Performs budget execution and administration work involving the monitoring of obligations incurred and the actual expenditures of a budget with different sources and types of funding, such as direct annual, multi-year, and no-year appropriations.
• Provides advice, assistance, and guidance on budgeting and related information.
• Uses automated budgetary system(s) and computer-generated products in accomplishing budgeting assignments.

B. Financial Administration & Support

• Performs a variety of financial tasks, which may include posting financial data, balancing accounts, and tracking fund activity.
• Responsible for assisting external auditor with the audit of budget information as requested.
• Performs internal audits as appropriate and timely. Assists with audit and preparation of Annual Comprehensive Financial Report (ACFR).
• Responsible for recording journal entries for interdepartmental billings and inter-fund transfers as necessary.

C. Analyze Processes & Performance

• Supports in the development, implementation, monitoring, and continued analysis of the City’s Strategic Plan and other long-range plans.
• Investigate procedures, processes, field operations and work activities; analyze and make recommendations aimed at making service delivery more efficient.
• Consult with department heads to identify areas needing research and investigation.
• Evaluate policy changes and make recommendations when investigations indicate policy changes are required.
• Collect and compile information from other jurisdictions and other sources regarding 'best practices' as necessary for city services and functions.
• Assist departments in establishing good performance measurement systems using financial and budget criteria and operational methods.
• Develop strategies to effectively communicate findings and issues to elected officials, leadership, City departments and other agencies.
• Identifies and coordinates the implementation of initiatives that simplify and standardize essential business activities within the City’s various departments while ensuring compliance with legal requirements and service commitments.
• Coordinates, reviews, analyzes, and prepares business plans, financial, managerial, and/or cost of service studies relating to trends, variances, revenue implications and cost control of city services and provides Board of Mayor and Alderman, City Administrator, Assistant City Administrators, and Department Directors with recommendations for solutions.
• Coordinates with City Administrator, Assistant City Administrators, and Department Directors on new and existing policies and ordinances with regard to city departments.
• Drafts and presents municipal ordinances to the Board of Mayor and Alderman as needed.

D. Reporting and Benchmarking

• Prepares monthly, quarterly and annual activity reports City Administration and the Board of Mayor and Alderman.
• Prepares and completes various statistical, periodic, and special reports and projects for the Board of Mayor and Alderman, City Administrator, Assistant City Administrators, and Department Directors.
• Develop reports to track and monitor efficacy of City services.
• Assess and benchmark customer needs, market dynamics, technology, and competition for changes to existing processes.
• Communicates regularly with Department Directors regarding policies and procedures to support level of service commitments within the community.
• Supports in the implementation and execution of the City’s bi-annual Citizen Survey.

Physical Demands and Work Environment

Physical Demands:

Performance of the essential duties of this job requires the incumbent to:

• Must be able to remain in a stationary position 50% of the time.
• Frequently move about inside the office/building to access file cabinets, office machinery, the public, etc.
• Regularly operates a computer and other office productivity machinery, such as a calculator, copy machine, computer, printer, and telephone.
• Regularly positions self to maintain office area and items needed to complete daily tasks.
• Regularly communicates information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Occasionally moves/transports up to 25 pounds.

Work Environment:

• The primary work environment is moderately noisy (examples: business office with computers and printers, light traffic).
• Secondary work environment may require the incumbent to be exposed to the following environmental conditions:
• Occasional exposure to wet or humid conditions
• Occasional work near moving mechanical parts
• Occasional work in outdoor weather conditions

Qualifications

Minimum Qualifications and Experience:

• Bachelor's Degree in Analysis, Engineering, Public Administration, Business Administration, Accounting, Finance, or equivalent.
• Three years’ experience performing duties similar to those described above.
• Any combination of experience and training that provides the equivalent scope of knowledge, skill, and technical ability to properly perform the work as described.

Preferred Certifications/Licenses:

• Certified Public Accountant (CPA)
• Certified Municipal Finance Officer (CMFO)
• Certified Public Finance Officer (CPFO)