Budget Manager at City of Waxahachie, TX

About the Department

This position will remain open until filled, with applications reviewed on an ongoing basis. This job posting may be removed at any time without prior notice. Interested applicants are encouraged to apply as soon as possible for full consideration.

Under general supervision, leads and manages the development, implementation, and monitoring of all aspects of the City’s annual operating and capital budgets; evaluates, analyzes, and reports on revenues, expenditures, and other budget initiatives for all funds; performs highly complex and analytical tasks relative to financial and budgetary matters; and performs other duties as assigned. 

DISTINGUISHING CHARACTERISTICS:

This is a single-incumbent classification. The employee receives general supervision from the Senior Director of Finance.  This position is responsible for the functional management and oversight of the city-wide budget development process.   The position does not currently provide direct supervision of staff. 

Position Duties

The duties listed below represent the various types of work that may be performed. The omission of specific statements of duties does not exclude them if the work is related or a logical assignment to this class.

• Responsible for the preparation, implementation, and monitoring of the annual operating and capital budget in conformance with the City’s financial policies and procedures, the City Charter, and State law.  
• Perform highly technical and complex analysis related to financial and budgetary issues, which may include cost-benefit and trend, fund statement and variance analysis, and financial modeling and forecasting; and presenting findings to the Finance Director and City Management.
• Work closely with all departments to provide assistance and training in budget development and monitoring; help departments identify and address necessary adjustments to ensure budget and financial alignment; and recommend corrective actions as needed. 
• Manage the budget amendment and adjustment process to include consulting with and making recommendations to department managers and directors; gathering required forms and documentation; and ensuring that records are filed in accordance with established procedures. 
• Review and analyze departmental submissions, including the evaluation of proposed program changes, and the Five-Year Capital and Operating Plans; assessing budget estimates for completeness and accuracy; and providing recommendations to ensure alignment with financial goals and organizational priorities.
• Prepare, analyze, and deliver financial reports on revenues and expenditures in accordance with financial policies and regulatory requirements. 
• Develop and maintain budget process documentation, including instructions, forms, and training materials; and effectively communicate budget preparation information to city departments.
• Coordinate the preparation and publication of the proposed and adopted budget documents; prepare written reports and oral presentations on budget recommendations.
• Monitor the implementation of the annual budget throughout the year by analyzing budgets and spending trends; tracking the status of new budget initiatives; and seeking out and identifying new ways to improve operational efficiencies and optimize revenues.
• Utilize financial software and spreadsheet tools to review and manage data, and perform high-level and complex analysis; and provide reports and other deliverables.
• Assist in the annual audit and development of the Annual Financial Report
• Assist in the tracking and reporting of grant funds.
• Respond to internal and public inquiries in a courteous manner; provide information within the area of assignment; resolve complaints in an efficient and timely manner.
• Perform other duties as assigned.

EMPLOYMENT STANDARDS:

Knowledge of:

• Principles and practices of municipal budget preparation and administration.
• Public administration practices and local government issues
• Advanced spreadsheet tools and functionalities.
• Pertinent Federal, State and local laws, codes and regulations.
• Financial software systems.
• Basic mathematics and statistics.
• Operations, services, and activities of the city.
• Operational characteristics of modern office equipment and computers.

Ability to:

• Manage, direct, and coordinate the development of the budget
• Operate computer software related to accounting and budgeting.
• Operate a variety of modern office equipment in a safe and effective manner.
• Prepare and analyze financial and statistical records.
• Work independently in the absence of supervision.
• Interpret and apply Federal, State and local policies, laws, and regulations.
• Prepare and deliver clear and concise reports and presentations 
• Understand and follow oral and written instructions.
• Communicate clearly and concisely, both orally and in writing.
• Establish and maintain effective working relationships with those contacted in the course of work.

Minimum Qualifications

Education, Training and Experience:

• Bachelor’s degree from an accredited college or university with major coursework in Public or Business Administration or related field.  A Master’s Degree in a related field is highly preferable 
• Five years of professional experience in governmental budgeting or finance

OR

Licenses and Certifications:

• A valid State driver license 
• CGFO certification preferred

Other Qualifications

PHYSICAL AND MENTAL DEMANDS:

The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands 

While performing the duties of this job, the employee is regularly required to sit, walk and stand; talk and hear; use hands to handle, feel or operate objects, tools or controls; reach with hands and arms; and perform repetitive movements of hands or wrists. 

Specific vision abilities required for this job include close vision and the ability to adjust focus.

Mental Demands 

While performing the duties of this class, an employee uses written and oral communication skills; reads and interprets data, information and documents; analyzes and solves problems; uses math and mathematical reasoning; performs highly detailed work; deals with multiple concurrent tasks; and interacts with others encountered in the course of work, including frequent contact with customers and/or the public and dissatisfied/abusive individuals.

Work Environment: 

The employee works in an office environment where the noise level is usually quiet. Certain positions within the classification may require availability to work flexible schedule.