Recruitment #2405-4910-001




The Fiscal Planning Specialist analyzes fiscal and municipal conditions and provides policy and budgetary analysis of and recommendations on the related financial impact.

Essential Functions

Fiscal Analysis and Strategic Planning

  • Ensure that Common Council members understand the cost of services, the relationship between expenditure levels and service levels, and the opportunities and challenges to improve the management, productivity, and quality of City services.
  • Take responsibility for assigned departments and issues in the review process and focus that process on the effective management of City services by reporting on productivity, service quality, and results.
  • Improve City operations by reviewing operational expenditures on an as-requested basis and by recommending strategies to control the need for appropriations or borrowing.
  • Conduct research and analyses on issues that affect service capacity, quality, and productivity.
  • Perform budget analysis and strategic planning for assigned departments and issues, including reviewing proposed budgets that meet expenditure targets.
  • Work with the Capital Improvements Committee to determine long-term planning goals and strategies for the City and with other departments to coordinate their fiscal requests and budgetary recommendations with the City’s long-term goals and strategies.
  • Analyze how changes in assigned departments’ budgets and personnel affect service levels; reflect these changes by reviewing pertinent performance measures.
  • Prepare budget amendments and program summaries for the Common Council.


  • Respond to questions from Common Council members, assigned departments, and other City leaders.
  • Prepare and present communications for the Common Council and other public officials, effectively incorporating data and visuals.
  • Provide public testimony to the Common Council and other legislative bodies.

We welcome qualified individuals with disabilities who are interested in employment and will make reasonable accommodations during the hiring process in accordance with the Americans with Disabilities Act (ADA) of 1990, as amended by the Americans with Disabilities Act Amendments Act (ADAAA) of 2008.

Minimum Requirements

  1. Regular status as a City of Milwaukee employee, having successfully completed a probationary period for a civil service position, or status as a City of Milwaukee employee in a fixed term position.
  2. Bachelor’s degree in public policy, public administration, economics, urban planning, or a related field from an accredited college or university.
  3. Three years of progressively responsible experience performing budgetary, fiscal, and management analysis in local government or comparable experience.

Equivalent combinations of education and experience may be considered. 

NOTICE: Please do not attach your academic transcripts to your employment application. The hiring department will verify candidates’ education as part of the background screening process prior to extending any job offers.

Desirable Qualifications

  • Master’s degree in a related field from an accredited college or university.

Knowledge, Skills, Abilities & Other Characteristics


  • Knowledge of local government functions and operations.
  • Knowledge of public and fiscal policy.
  • Ability to understand and make recommendations regarding the City of Milwaukee’s fiscal and budgetary challenges.
  • Ability to draft ordinances and resolutions for Common Council action.
  • Ability to provide technical assistance to task forces and ad hoc bodies by conducting background research, gathering data and preparing reports.
  • Ability to read and interpret complex work-related documents.
  • Ability to integrate strategic planning, performance measures, and budgets.
  • Ability to make financial and budget projections.
  • Ability to analyze service results and estimate service costs.
  • Knowledge of mathematics and the ability to make accurate calculations related to public policy analysis and budgeting.
  • Knowledge of and ability to apply statistical techniques to data.
  • Proficiency using spreadsheet, word processing, database, and presentation applications.
  • Ability to use financial management systems, including performing database queries and producing financial reports.

Communication and Interpersonal

  • Verbal communication skills to clearly explain technical concepts to non-technical audiences.
  • Ability to make effective presentations informed by data.
  • Written communication skills to produce clear and concise reports, correspondence, and other documents.
  • Ability to establish and maintain effective working relationships with elected officials, staff, representatives of other City departments and outside agencies, and the public.
  • Ability to work cooperatively and effectively with others whose backgrounds may differ from one’s own.

Judgment and Responsibility

  • Planning, organizational, and time management skills to meet deadlines.
  • Ability to set long- and short-term goals.
  • Ability to initiate and complete projects.
  • Ability to think critically and analytically to problem-solve, make decisions, and use sound judgment.
  • Ability to exhibit exemplary professionalism, trustworthiness, and stewardship regarding City resources.
  • Ability to maintain confidentiality.
  • Honesty, integrity, and ability to adhere to fundamental principles of ethical behavior for financial personnel.
  • Commitment to quality improvement.

Current Salary

THE CURRENT STARTING SALARY (Pay Range 2LX) is $82,677-$105,223 annually, and the resident incentive salary for City of Milwaukee residents is $85,158-$108,380 annually. Appointment will be made in accordance with the provisions of the salary ordinance.

Selection Process

THE SELECTION PROCESS will be job related and will consist of one or more of the following: an evaluation of related education, experience and accomplishments, an evaluation of written communication, interviews, and/or other assessment methods. The Common Council/City Clerk's Office reserves the right to call only the most qualified candidates to proceed in the selection process. Information from the selection process will be used to make a hiring decision. Selected candidates will be transferred and/or promoted to the position.

INITIAL FILING DATE – The selection process will be held as soon as practical after the deadline listed above. Receipt of applications may be discontinued at any time after this date without prior notice. However, recruitment may continue until the needs of the City have been met. The applicant is responsible for attending all phases of the selection process at the time and place designated by the hiring authority.

NOTE: Transfer/Promotional Opportunities and Promotional Examinations are not open to Milwaukee Public Schools employees or to the public. Only current City of Milwaukee employees and civilian personnel in MFD and MPD hired through a City Service Commission process who have successfully passed a probationary period for a Civil Service position or who have status as a City of Milwaukee employee in a fixed term position will be considered. Individuals with exempt, provisional, temporary, or emergency appointments are not eligible for transfer.

Additional Information

  • APPLICATIONS and further information may be accessed by visiting
  • Applications should be submitted no later than the deadline listed above.
  • If you would like assistance completing an application, please contact the Department of Employee Relations at (414) 286-3751 or
  • The Department of Employee Relations is located in City Hall, 200 E Wells St, Room 706, Milwaukee, WI 53202.


EEO 202

The City of Milwaukee values and encourages diversity and is an equal opportunity employer.