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The County of DuPage
Wheaton, Illinois

Job Details for 1361 - Senior Budget Analyst

Job Description

FLSA STATUS: Exempt
GRADE: 313

POSITION SUMMARY
Under direction; performs work of considerable difficulty in professional financial analysis review and accounting work as it relates to the preparation, analysis and reporting of the County’s budget, performs related work as required.

DISTINGUISHING FEATURES OF THE CLASS
An employee in this class has responsibility of analyzing, reviewing, evaluating and reporting of data relating to the County budget. Position will monitor ongoing activities impacting various funding sources and providing updates and reports. Engages with County Departments and Elected Official Offices to review and discuss financial budgetary activity, needs and issues.  Ensures that the County is compliant with all applicable policies and guidelines relating to financial activity.  Receives direction from an Assistant Financial Service Administrator.

ESSENTIAL DUTIES AND RESPONSIBILITIES
The list of duties and responsibilities is illustrative only, and is not a comprehensive listing of all the duties and responsibilities performed by positions in this class.

• Assists in the preparation and management of the County’s annual budget
• Analyzes, consolidates and interprets financial data
• Assists with the review of all funding requests for merit in the context of a consolidation budget
• Monitors the budget and spending throughout the year
• Reviews and forecasts future financial needs
• Reviews County department and Elected Official office’s budget proposals for completeness, accuracy, and compliance with laws and regulations
• Manages and updates departments and offices on the uses, sources of availability of funds
• Serves as a lead worker or supervisor in the assignment of finance, accounting and grant related projects, effectively recommends such actions for assigned personnel
• Plans, develops and implements policy and procedures for the administration of departmental financial analysis and accounting, gathers, compiles, organizes and documents relevant financial information
• Prepares detailed reports and presentations for review by all levels of management
• Consolidates a wide range of operating and financial projections for the development of both short term and long term business plans
• Recommends financial actions for internal planning and review to outside Consultants in their report preparation (cost study, OPEB, etc.)
• Ensures availability of funds for payment of bills
• Ensures that uniform financial procedures are maintained
• Assists subordinate personnel with work problems
• Sets up procedures to maximize efficiency and cost savings
• Maintains regular attendance and punctuality

NON-ESSENTIAL DUTIES AND RESPONSIBILITIES
• Adjusts work assignments and schedules in the event of an emergency to participate in emergency preparedness, response, and recovery activities as assigned.
• Depending on assignment may maintain required emergency management training, licensure and/or certifications.
• Performs related duties as required or assigned within the job classification.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and /or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Knowledge of:
• Financial analysis and public accounting theory and practice
• Budget and fiscal procedures
• Data processing operations
• Analyzing, interpreting, and preparing financial statements and reports
• Working skill in developing appropriate methods to accomplish a variety of financial transactions
• Data processing operations
• Leadership Principles
• Current office practices, procedures and equipment
• County policies and procedures
• Applicable federal, state, and local laws, rules, regulations, codes, and/or statutes

Skill in:
• Analyzing, interpreting, and preparing financial statements and reports
• Developing appropriate methods to accomplish a variety of accounting transactions
• Leading finance and accounting projects
• Verbal and/or written communications
• Managing multiple projects and deadlines
• Dealing effectively with others
• Using an Enterprise Resource Planning and Budgeting System for financial purposes
• Using computer hardware and software including word processing, spreadsheets, databases, email, etc
• Applying an acquired knowledge of procedures, rules, regulations and services applicable to the assigned office

Ability to:
• Using computer hardware and software including word processing, spreadsheets, databases, email, etc
• Manage projects and multiple priorities simultaneously
• Prioritize and assign work
• Establish and maintain effective working relationships with department and division staff, other departments and others, such as vendors
• Communicate and use interpersonal skills to interact with coworkers, supervisor, the general public, etc. to sufficiently exchange or convey information and to receive work direction
• Ensure compliance with applicable federal, state, and local laws, rules, and regulations
• Provide leadership to effectively resolve issues
• Convey excellent oral and written communication
• Work effectively under stress
• Maintain confidentiality

SUPERVISORY RESPONSIBILITIES
None

EDUCATION and/or EXPERIENCE
Completion of a Bachelor’s degree in Finance, Accounting or related field and four years of experience in professional finance and budget related work experience; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position is typically office or administrative work and is not substantially exposed to adverse environmental conditions.

CERTIFICATES, LICENSES, REGISTRATIONS
None