New

Budget Analyst I

City of Fontana
United States, California, Fontana
May 23, 2025
Definition Under direction and/or general supervision from higher level management staff, performs a variety of professional level duties and responsibilities involved in the evaluation, development, and review of City budgets; coordinate budget development activities with assigned City departments and staff; performs a variety of professional, analytical, financial, management, and/or other related duties as assigned. DISTINGUISHING CHARACTERISTICS: This is the entry level class in the Budget Analyst series. This class is distinguished from the Budget Analyst II by the performance of the more routine tasks and duties assigned to positions within the series. Since this class is typically used as a training class, employees may have only limited or no directly related work experience. This position does not exercise oversight of clerical staff. Position Snapshot/A Day in the Life: Participates in preparation, review, evaluation and monitoring of capital improvement plans and budgets; monitors and updates operating and capital budgets to reflect budget adjustments and funding changes; reviews CIP requests for financial technical compliance. Prepares and processes general ledger transactions and adjustments to budget accounts following Council action; assists in the quarterly budget review process and assists in reconciling year-end fund balance reports. Essential Functions Duties may include, but are not limited to, the following: Provides support to the development of the annual budget, compiles budget workbooks, conducts analysis, and serves as a department liaison to city staff. Conducts analysis of budgetary issues across all City funds and makes recommendations for improvements or resolutions. Develops and reviews budget proposals for assigned departments and make recommendations to upper-level management staff. Participates in preparation, review, evaluation and monitoring of Capital Improvement Plans (CIP) and budgets; monitors and updates operating and capital budgets to reflect budget adjustments and funding changes; reviews CIP requests for financial technical compliance. Researches and answers financial and budget inquiries by staff, City management, citizens, other governmental agencies and the City Council. Prepares and processes general ledger transactions and adjustments to budget accounts following Council action; assists in the quarterly budget review process; and assists in reconciling year-end fund balance reports. Maintains assigned budget and financial databases and systems; problem solve and troubleshoot technical and functional issues related to the City's budget and financial systems. Establishes and maintains cooperative working relationships with those contacted in the course of work. Effectively communicate, both verbally and in writing, with a variety of audiences. Maintain prompt and regular attendance. Sound judgement and attention to detail. This position is always evolving. Therefore, employer reserves the right to modify this job description as necessary. THE ABOVE LIST OF ESSENTIAL FUNCTIONS IS NOT EXHAUSTIVE AND MAYBE SUPPLEMENTED AS NECESSARY BY THE EMPLOYER. WORKING CONDITIONS:Position requires prolonged sitting, standing, walking, reaching, twisting, turning, kneeling, bending, and stooping in the performance of daily activities. The position also requires grasping, repetitive hand movement and fine coordination in preparing reports using a computer keyboard. Additionally, the position requires near and far vision when preparing and reading written reports and other work related documents. Acute hearing is also required when providing phone and counter assistance. The need to lift, drag, and push files, computer reports, or other materials weighing up to 25 pounds is also required. Experience and Training Guidelines A combination of experience and training that would likely provide the required knowledge and abilities is qualifying. The employee must have: Knowledge of: Budget development, monitoring, and reporting principles and practices. Municipal government budgeting standards, financial practices, and applicable regulatory requirements. General accounting principles and practices. Automated financial systems. Methods of financial analysis. Methods and techniques of effective record keeping, report preparation, and presentation. Applicable federal, state, and local laws, codes, and regulations. Office procedures and modern office technology. Knowledge of relevant tools, software, and/or technology used within the role. Understanding of organizational policies, procedures, and best practices. Principles and practices of excellent customer service. Knowledge of safe work practices, OSHA regulations, and workplace health and safety procedures to ensure a safe working environment. Ability to: Analyze and interpret financial and accounting reports. Analyze and resolve accounting and financial issues. Compile and review administrative and financial data, and make appropriate recommendations based on the analysis. Perform arithmetical computations with speed and accuracy. Identify issues, evaluate data, and implement effective solutions (problem solving). Effectively coordinate and facilitate the preparation of City budgets. Interpret, explain, and comply with applicable laws, rules and policies. Interact effectively with individuals from diverse backgrounds. Understand and follow both oral and written instructions accurately. Ability to work collaboratively with others in a team environment. Organize, schedule, and complete work in accordance with deadlines. Manage multiple priorities and meet deadlines. Use a personal computer, telephone, and other electronic devices to access information, complete documentation, and communicate effectively. Maintain prompt and regular attendance. Perform tasks accurately and thoroughly, with a focus on quality. Experience: One (1) year of experience in the preparation and monitoring of budgets and/or in the areas of financial or budget analysis. Preferred Qualifications: Two (2) years of municipal related work experience in the areas of financial or budget analysis. Education: A Bachelor's degree from an accredited college or university in finance, accounting, business administration, public administration, or a closely related field. Additional years of relevant experience may substitute for education on a year-for-year basis. Licenses and/or Certifications: Possession of, and continuously through employment, a valid California Class "C" driver's license or equivalent. Supplemental Information Incumbents are required to complete a Statement of Economic Interest Form (700 Form) annually and ethics training bi-annually, pursuant to AB 1234. The City of Fontana has a flexible benefits plan. This plan allows for employees to select benefits based upon their individual needs. Full-time and Classified Part-time employees are eligible for benefits. Please to view our excellent employee benefit options. 01 What is your highest level of education? High School graduate or equivalent Some college Trade school graduate or Apprenticeship Associate's degree in related field Bachelor's degree in related field Bachelor's degree or higher in non-related field Equivalent to Bachelor's degree in related field Master's degree or higher in related field None of the above 02 Please indicate how much experience you have with preparation and monitoring of budgets and/or in the areas of financial or budget analysis. No experience Less than one (1) year. One (1) year or more year(s) but less than two (2) years. Two (2) or more years but less than four (4) years. Four (4) or more years but less than six (6) years. Six (6) years or more. 03 Do you currently possess a valid California Class "C" Driver's License? Yes No Required Question