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HomeMy WebLinkAboutBudget Management AnalystUpdated: August 2025 (Admin Review) CITY OF IOWA CITY – JOB DESCRIPTION Position Title: Budget Management Analyst Department: Finance Division: Finance Administration Supervisor: Director of Finance FLSA: Exempt Civil Service: Yes Pay Grade: 26 Job Number: 2602 Job Summary Prepares initial city-wide budget projections and submits to departments. Assists in preparation and review of the City's three-year financial plan. Monitors financial operations throughout the fiscal year. Essential Job Duties and Responsibilities The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned. • Assists in the preparation and analysis of operating and capital improvement budgets and the City financial plan. • Monitors current year budgets, prepares, and reviews amendments and projects year end fund balances. • Maintains required computer programs and reports. • Performs financial analysis and research as assigned. • Communicates with project managers and reviews funding sources. • Performs compliance procedures with State of Iowa budget reporting requirements, prepares budget in state format. • Reviews department requested adjustments to the financial plan projections. • Reviews and assigns account coding in cooperation with accounting. • Reconciles prior year budget system program totals. • Reconciles cash balance per general ledger and state format budget to actual report. • Reviews and monitors actual revenues and expenses in relation to current and future budgets. • Communicates with departments on classification or budget issues. • Prepares intergovernmental contracts (state code section 28E) billing and required budget projections. • Develops and implements performance measures. • Conducts self in a professional manner which demonstrates courtesy and respect for all community members and coworkers. • Performs other related duties as assigned. Updated: August 2025 (Admin Review) Minimum Education, Experience, Certification/Licensure, Other • Bachelor’s degree from an accredited educational institution; or four years of related experience and/or equivalent combination of education and experience. Degree and experience in Accounting. • Must pass criminal background check. Preferred Education, Experience, Certification/Licensure, Other • Bachelor’s degree from an accredited educational institution and one year of experience; or five years of related experience and/or equivalent combination of education and experience. Experience in governmental accounting. Knowledge, Skills, and Abilities • Ability to apply concepts of basic algebra and geometry. • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, ability to develop and present mathematical and statistical information. • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. • Ability to manipulate and extract computerized data for research analysis. • Ability to perform financial analysis operations and make appropriate recommendations. • Ability to read and understand financial information, reports, journals, and government regulations. • Ability to reliably and predictably carry out duties. • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. • Ability to speak effectively before groups of customers or employees of organization. • Ability to write routine reports and correspondence. • Knowledge of government accounting principles and methods. • Skill in using computers and applicable software applications (Microsoft Office – Word, Excel, Outlook) and financial management software. Supervision No supervision of direct reports. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties and responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties and responsibilities. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or Updated: August 2025 (Admin Review) crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential duties and responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties and responsibilities. The noise level in the work environment is usually moderate. Duties are generally performed in an office setting with a controlled environment. The job requires sitting for extended periods of time and the work may expose the employee to unpleasant social situations and significant work pace pressure. Iowa City is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act as Amended, the City will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Reviewed/Approved by: Nicole Davies, Finance Director (4/2024) I have read and understand the duties of this job description, and I agree that I can perform the duties of this position with or without reasonable accommodation. Employee Date ________________________________ __________________