Senior professional level in public sector financial and budgetary management under general direction of a higher level fiscal manager requiring extensive knowledge of budget and finance principles, concepts, methods and techniques in order to provide extensive guidance to assigned operational department(s) concerning public budget review, preparation, development and control, financial analysis and forecasting, and adherence to internal Montgomery County, State or Federal level policy/processes in order to support programs and personnel, thereby assisting management in planning efficient and effective operations. May be utilized as a senior-level resource for Financial Analysts in order to provide technical guidance over work/projects and a Subject Matter Expert as requested by management. Must perform rank 1 duties 50% of time.
Serves as the senior level contact to assigned department(s), elected officials and agencies to build, monitor, maintain, and prepare capital/operating budget. Works with assigned department(s) liaison staff to develop, plan & prepare budget in preparation for budget hearing(s) and finalization by end of year (e.g. helps departments with recommendations of effective and efficient means of using departmental/county resources); may work as SME along-side Financial Analysts as an OMB resource to departments for budget development / preparation; takes active role with OMB management staff to finalize annual internal budget planning process (e.g. responsible for the completion of significant sections of budget documents and other related County and budget preparation reports); monitors and maintains department budget appropriations, reappropriations, allotments, budget requests and general spending based on approved budget; ensures funds and appropriations are used in accordance with Ohio law; identifies necessary budget changes and adjustments to meet current operations situation (e.g. mid-course changes of priorities); monitors and analyzes the cash flow of department/agency funds to ensure adequate balances to pay current and future obligations.
Uses quantitative/statistical analysis (e.g. trend analysis and/or cash flow analysis) to determine available funding and project overages and shortages in appropriations and compare actual expenditures against estimated expenditures; reconciles and verifies fiscal transactions (e.g., vouchers, contracts, encumbrances) to ensure legal compliance and reporting integrity; prepares financial analyses for departments and for multi-departmental assignments including revenue and expenditures analyses, updates of economic assumptions and forecasts of revenue and expenditures; ensures grant revenues and expenditures are uniquely tracked pursuant to financial and grant award reporting requirements; prepares internal and external budget reports as required.
Properly maintains spreadsheets; enters fiscal data accurately and efficiently into accounting, reporting and analytical applications; creates and writes reports that provide accurate and valid financial information; researches inquiries from internal and external auditors during and after audit (e.g., replies to reports and recommendations); performs quality reviews of financial transactions; responsible for review of billings and reconciliation of various internal service fund transactions; provide supervision (when assigned) of accounting personnel of financial services department.
Provides expert level advice and workflow guidance to program and financial management officials and OMB team members (e.g., Financial Analysts, OMB Management) as needed; provides assistance to management in various areas, serves as SME to assigned committees (e.g., reviews, analyzes and presents budget request of interdepartmental committees and capital improvement committee).
Responsible for learning and operating in related software systems required to perform job tasks (e.g., Financial Systems, Crystal Report, Central Square, Kronos Enterprise Timekeeping System); responsible for management and reconciliation of department’s positions, leads the work of creating training agendas and SOP documents for facilitating the knowledge sharing to end users of OMB policies/processes and financial user systems.
Master’s Degree in Public/Business Administration, Finance Management or related area and three (3) years of experience in budget preparation, budget management or financial analysis (prior public sector preferred) OR Bachelor’s Degree in Public/Business Administration, Finance Management or related area and five (5) years of experience in budget preparation, budget management or financial analysis (prior public sector preferred) OR alternative, equivalent evidence of the Minimum Class Requirements.
Driving Requirement: Must have a valid driver’s license with an acceptable driving record.
Physical Requirement: N/A
Training & Development Required: N/A
Unusual Working Conditions: N/A
Probationary Period: 180 days