HomeMy WebLinkAboutResolutions - No. 2021-214RESOLUTION NO. 2021-214
A RESOLUTION OF THE LODI CITY COUNCIL APPROVING
THE CLASSIFICATION, JOB DESCRIPTION AND SALARY
RANGE FOR THE POSITION OF BUDGET ANALYST;
ADDING ONE BUDGET ANALYST POSITION AND
DELETING ONE MANAGEMENT ANALYST POSITION
WITHIN THE INTERNAL SERVICES DEPARTMENT
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
approve the classification and job description for the position of Budget Analyst attached
hereto as Exhibit A; and
BE IT FURTHER RESOLVED that the salary range for Budget Analyst is hereby
approved and shall be as follows:
Classification
Budget Analyst
Step 0 Step 1 Step 2 Step 3 Step 4
$69,775.58 $73,264.37 $76,927.57 $80,773.95 $84,812.65
BE IT FURTHER RESOLVED that the Lodi City Council does hereby approve
the addition of one Budget Analyst position and the deletion of one Management Analyst
position in the Internal Services Department.
Dated: July 21, 2021
I hereby certify that Resolution No. 2021-214 was passed and adopted by the
Lodi City Council in a regular meeting held July 21, 2021 by the following vote:
AYES: COUNCIL MEMBERS — Chandler, Hothi, Khan, Kuehne, and
Mayor Nakanishi
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
4
7.1'YJENNIFE CUSMIR
City Clerk
2021-214
CITY OF LODI
BUDGET ANALYST
July 2021
Job descriptions are intended to present a broad and general range of duties which
includes, purpose, responsibilities, and scope of work. Job descriptions are not
intended to reflect all duties performed within the job.
DEFINITION
Under the direction of the Budget Manager, performs professional level financial
analysis related to City Budget functions in the development, implementation and
administration of citywide financial duties; analysis and coordination of a variety of
budget review and analyses; assists with coordination of activities of the Budget
Division with other departments, divisions and/or agencies; performs other related
duties.
SUPERVISION EXERCISED AND RECEIVED:
Receives general direction from higher level personnel. May supervise assigned staff.
EXAMPLES OF DUTIES
Duties may include, but are not limited to:
Plans, organizes and coordinates the development process of the City's annual budget
organization wide or in a major department and/assists with the development,
production and administration of citywide operating and capital improvement budgets;
Reviews and analyzes City budget requests; evaluates needs and priorities; prepares
and maintains mid -year and annual budget instructions and other documents; makes
recommendations to the Budget Manager;
Participates in coordinating the City budget process, including presentation of the
budget manual, development of schedules, worksheets and exhibits; monitors
interdepartmental cost allocation and actual expenditures;
Monitors departmental revenues and expenditures to ensure compliance with City
policies and procedures, state and federal requirements and related guidelines;
Plans and directs activities of multi faceted city-wide projects of limited duration;
evaluates progress and resolves difficulties including those crossing departmental
lines; provides project leadership and advice to others; provides technical direction and
expertise related to project; manages and directs the work of project staff including
vendors, subcontractors and City personnel;
Assists in the development of goals, objectives, policies and procedures; investigates,
interprets, analyzes and prepares recommendations in relation to proposals for new
FLSA Status: Exempt
programs, grants and/or services; analyzes, interprets and explains City policies and
procedures; confers with members of the public to explain procedures and policies;
Analyzes electronic purchase requisitions for accuracy and completeness; analyzes
information bids; issues purchase orders utilizing computerized purchasing system;
purchases requested goods and services utilizing various procurement methods
including purchase orders and procurement card; obtains job proofs from vendors for
inspection and approval as necessary;
Trains, assists, and responds to routine inquiries from staff regarding purchasing
process and compliance with established policies and procedures for their purchases;
responds to routine inquiries from vendors regarding the purchasing process;
Administers, manages, and trains employees on the use and reconciliation of City's
procurement card;
May perform or assist in treasury functions, including analysis of daily cash needs,
ensuring availability of cash in the Cities various bank accounts; may include
monitoring of investments; assist in the preparation of quarterly investments reports;
Ensures compliance of department functions with pertinent laws, regulations and
ordinances;
Answers questions and provides information to the public, outside agencies and City
staff; investigates complaints and recommends corrective action to resolve complaints;
Reviews and recommends training for departmental personnel;
Performs other duties related to the operation of the department and the City including
additional duties that enable the department and City to meet the diverse needs of its
community.
MINIMUM QUALIFICATIONS
Knowledge of:
Principles, practices and techniques of public administration, budget development and
administration;
Public administration principles and practices;
Principles and practices of budget development, work planning and organization;
technical report writing procedures and grant proposal development;
Financial/statistical/comparative analysis techniques;
Principles, methods, and procedures used in the purchase of materials, supplies and
equipment including informal bidding procedures;
Pertinent federal, state, and local codes, laws, and regulations including those
applicable to informal bidding procedures and purchasing operations;
Principles and practices of supervision;
Statistical methods and methods of graphic presentation;
Modern office procedures, methods and computer equipment including software
applications such as word processing, spreadsheets, and databases.
Ability to:
Perform a full range of responsible and varied professional, analytical duties in
providing responsible staff support as it relates to City-wide programs, projects and
budget;
Plan, initiate and complete work assignments with a minimum of direction; analyze
administrative problems, evaluating alternatives, and make creative recommendations;
assume control of a project and make sound recommendations; properly interpret and
make decisions in accordance with laws, regulations and policies; prepare and write
complete and accurate reports;
Communicate clearly and concisely, both orally and in writing;
Work with and control sensitive, confidential information;
Use and operate a personal computer, software and peripheral equipment;
Estimate and project revenues and expenditures.
Identify and respond to public and City Council issues and concerns;
Establish and maintain cooperative and effective relationships with those contacted
during the course of work.
EXPERIENCE AND TRAINING GUIDELINES
Combination of education and experience that would likely produce the qualifying
knowledge and ability. A typical combination is:
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Bachelor's degree from an accredited college or university with major coursework in
business or public administration, economics, finance or a closely related field.
Experience:
Two years of increasingly responsible administrative and analytical experience in a
public agency, including experience in budget preparation, development, or
administration.
LICENSES AND CERTIFICATES
Possession of a valid Driver's License (Class C) issued from the California Department
of Motor Vehicles.
PHYSICAL DEMANDS
Must possess mobility to work in a standard office setting and use standard office
equipment, including a computer; vision to read printed materials and a computer
screen; and hearing and speech to communicate in person, and over the
telephone. This is primarily a sedentary office classification although standing in work
areas and walking between work areas may be required. Finger dexterity is needed to
access, enter and retrieve data using a computer keyboard, typewriter keyboard or
calculator and to operate standard office equipment. Positions in this classification
occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to
retrieve and file information. Positions in this classification occasionally lift and carry
reports and records that typically weigh less than 20 pounds.
ENVIRONMENTAL ELEMENTS
Employees work in an office environment with moderate noise levels, controlled
temperature conditions, and no direct exposure to hazardous physical substances.
Employees may work in the field and occasionally be exposed to loud noise levels,
cold and hot temperatures, inclement weather conditions, road hazards, vibration,
mechanical and/or electrical hazards, and hazardous physical substances and fumes.
Employees may interact with upset staff and/or public and private representatives in
interpreting and enforcing departmental policies and procedures.
WORKING CONDITIONS
May be required to work on evenings, weekends and holidays, on occasion.
*FLSA Status: EXEMPT