To plan, develop, manage, and provide oversight in support of the Countywide budget and long term financial planning process; to direct, organize, and manage budget operations; and to implement the budget review process and work programs performed by Management Analysts in the County Executive Office.
This is a single position classification that reports directly to the Finance and Budget Operations Manager and is responsible for planning, overseeing, and implementing the Countywide budget and long-term financial planning processes, programs, and activities. The administrator level recognizes positions that assume full line and functional management responsibilities for a division or program area within a major department. The position operates with a high degree of autonomy and is responsible for many decisions related to the County budget, system designs and implementation, budget and finance policy, and budget/financial processes throughout the entire County.
This classification is distinguished from the Management Analyst series in that the latter provides broader administrative management support to assigned departments, whereas this position is focused on the management of the Countywide budget process. It is further distinguished from the Finance and Budget Operations Manager in that it serves in a specialized support role in administering the Countywide budget, whereas the latter is responsible for the administrative oversight and direction of Countywide financial, budget, and operational activities.
SUPERVISION RECEIVED AND EXERCISED
Receives general direction from the Finance and Budget Operations Manager or their designee.
Exercises direct supervision over a team of professional, technical, and clerical employees.
EXAMPLES OF ESSENTIAL DUTIES
Duties may include, but are not limited to, the following:
Develop, plan, implement, and evaluate goals, objectives, priorities, and activities related to the Countywide budget in a manner consistent with overall goals and objectives; develop strategies for the successful achievement of goals and objectives; direct and coordinate the implementation of strategies.
Manage, direct, evaluate, monitor, and support professional, technical, and clerical staff; provide proactive and informational performance feedback to employees on an ongoing basis; conduct performance evaluations in a timely and effective manner; provide recommendations on hiring, demotion, and employee discipline.
Actively participate as a member of the department’s management team including recommending, designing, and coordinating changes to departmental business practices related to budget management and accounting/fiscal operations.
Provide guidance as a recognized budget subject matter expert and advisor in multi-disciplinary and/or programmatic areas of responsibility; plan, manage, and participate in the development and implementation of Countywide operation business standards, processes, policies, procedures, and performance measurements; analyze, evaluate, and develop recommendations for changes as necessary and appropriate; direct the development and maintenance of operating procedures/manuals.
Plan, direct, and manage multiple and complex budgetary operational services functions funded by and responsible to multiple funding agencies and/or revenue sources as well as the County organization; communicate with and report to external agencies, governing boards, and/or special districts.
Reconcile and balance the County budget on an annual basis; develop and review all budget schedules required for budget publication, board memos, and state controller budget schedules.
Estimate expenditures; analyze and project revenues; recommend the allocation of funds and personnel; develop alternative budget scenarios.
Direct, oversee, and coordinate fiscal activities with the appropriate state and federal agencies/funding sources, the State Controller’s Office, the County Executive Office, and other County departments/divisions as necessary and as appropriate.
Approve major budget amendments and budget uploads.
Manage the implementation of the budget review process, training, and work programs performed by assigned staff.
Perform strategic financial planning, policy development, and high-level analysis for related to the County's long-term financial position, long-term liabilities, labor negotiations, and budget policies.
Perform long-term financial forecast modeling, salary and benefits forecasting, and long-term financial planning for the County; prepare summarized data and presentation charts for executives and Board of Supervisors.
Design and provide project management and implementation of County budget software and budget book automation software.
Develop, revise, and produce the County’s annual budget publication (e.g., budget book).
Identify, plan, and implement programmatic goals, objectives, and priorities with areas of responsibility in a manner consistent with the County’s overall goals and objectives; develop strategies and tactics for the successful achievement of set goals and objectives; direct and coordinate the implementation of strategies.
Review, analyze, and administer assigned County budget practices; identify, develop, and implement improvements and program enhancements.
Develop budgets for specific cost centers; review all budget submissions from departments and make corrections as necessary.
Plan, direct, and participate in the completion of a variety of studies; supervise research activities; evaluate and analyze goals/objectives and legal mandates; analyze existing and proposed legislation and directives to determine their impact on budgetary, fiscal, or operational procedures of the County.
Attend and participate in a variety of taskforces, committees, and meetings, both internal and external, relating to assigned administrative functions.
Maintain awareness of and participation in external professional environment and resources to ensure the highest level of professional standards are applied to service delivery within the County and the assigned department.
Represent the County of Placer and the County Executive Office to the public and to other agencies in a positive and productive manner.
Build and maintain positive working relationships with coworkers, other County employees, and the public using principles of effective customer service.
Perform related duties as required.
Work is typically performed in an indoor office environment with controlled temperature conditions.
Position may require travel to and from other locations in a variety of outdoor weather conditions.
Experience and Training
Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be :
Experience: Five years of increasingly responsible experience in accounting, finance, public administration, or budget analysis, including two years of supervisory responsibility.
Training: Equivalent to a bachelor's degree from an accredited college or university with major course work in finance, accounting, business or public administration, or a related field.
Required License or Certificate:
Certified Public Accountant (CPA) or similar government finance professional designation preferred.
May need to possess a valid driver's license as required by the position. Proof of adequate vehicle insurance and medical clearance may also be required.
KNOWLEDGE, SKILLS, AND ABILITIES
Principles of financial administration, including public budgeting and implementation, as well as financial forecasting, cost accounting, and analysis.
Principles and practices of public finance, budgeting, fiscal control, cost allocation, and administrative and policy analysis.
Generally accepted accounting principles, governmental accounting standards, and other pertinent governmental accounting and reporting procedures.
Administrative principles and practices including goal setting and short- and long-term planning related to areas of responsibility.
Principles and practices of Countywide operations and County administration and organization.
English usage, spelling, punctuation, and grammar.
Pertinent local, state, and federal laws, guidelines, regulations, and statutes.
Principles and practices of public finance, budgeting, and fiscal control.
Principles and practices of project planning, project management, and software system design.
Standard and accepted uses and applications of statistics, including calculation of mean and median.
Practices and methods of researching issues and collecting information, evaluating alternatives, making sound recommendations, and preparing and presenting effective reports.
Principles and techniques of administrative analysis, including workload measurement, workflow and layout, work simplification, and procedure analysis.
Principles and practices of local government, including county administration, organization, programs, and functions.
Principles and practices of making presentations.
Principles and practices of supervision, training, and personnel management.
Techniques for effectively representing the County in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.
Modern office procedures, methods, and standard office equipment including a computer and related computer equipment.
Assigned computer software, including word processing, spreadsheet, presentation, and database applications.
On a continuous basis, know and understand all aspects of the job; intermittently analyze work papers, reports, and special projects; identify and interpret technical and numerical information; observe and problem solve operational and technical policies and procedures; recall and utilize a variety of information; work under time pressure and complete a high volume of tasks; focus on a single task for long periods of time.
On a continuous basis, sit at a desk or in meetings for long periods of time; intermittently twist, stoop, kneel, squat, and reach to access equipment surrounding desk; perform simple grasping and fine manipulation; use telephone, write, or use a keyboard to communicate through written means or enter/retrieve data from a computer; see with sufficient visual acuity to perform essential job functions; lift light weight.
Analyze budget and technical reports; interpret and evaluate staff reports; problem solve department-related issues; and interpret Countywide and departmental policies and procedures.
Plan, develop, implement, and monitor complex budgets including the full Countywide budget and long-term financial planning process.
Develop, recommend, and implement goals, objectives, and practices for providing effective and efficient services.
Train, direct, supervise, and evaluate the work of professional, technical, and clerical staff.
Read, analyze, evaluate, and summarize written materials and statistical data, including reports, financial reports, and budgets.
Identify and implement Board of Supervisor and County goals and initiatives into the Countywide budget.
Apply the principles and practices of motivation, team building, and conflict resolution.
Understand, interpret, and apply complex rules and procedures.
Analyze, interpret, summarize, and present financial, statistical, and technical information and data in an effective manner.
Determine effective research methods, compile data, and present in a form most likely to enhance understanding.
Perform mathematical and statistical calculations accurately.
Prepare reports, statistical data, forms, questionnaires, and surveys.
Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals.
Interpret and apply pertinent local, state, and federal laws and regulations, including Civil Service rules.
Analyze situations quickly and objectively, apply appropriate elements of decision-making, and determine the proper course of action.
Work with various cultural and ethnic groups in a tactful and effective manner
Communicate clearly and concisely, both orally and in writing.
Establish and maintain effective working relationships with those contacted in the performance of required duties.
Length of Probation:
All permanent appointments to this classification shall serve a probationary period of tweve (12) calendar months ot two thousand eighty (2,080) hours, whichever is more.