POSITION DESCRIPTION
TITLE:
EXTENDED TITLE:
FLSA STATUS:
Manager
Manager, Budget
Exempt
CATEGORY:
Professional
GRADE:
D
JOB SUMMARY: Responsible for assisting the Budget Director in the coordination and management of
the District’s daily budget operations and the annual budget development process.
ESSENTIAL FUNCTIONS:
YEARLY
PERCENT OF
TIME
35%
1.
Manage on-going budget operations by planning and providing direction and
supervision to support staff within the budget office; oversee the maintenance
and monitoring of automated system funds, organizations, accounts and
program classification codes. Communicate with budget heads and support
staff to address budget issues by analyzing budget data and providing
resolution; handle purchase requisition non-sufficient fund matters; provide
budget information and assist in budget monitoring.
2.
Assist director in the management of the District’s annual budget
development and planning process including establishing timelines for the
budget calendar and budget instruction guidelines; develop, plan, and
coordinate workshop presentations and review budget requests to ensure
compliance with the procedures of the fiscal year’s budget.
25%
3.
Manage the position requisition process for budget verification; oversee the
tracking of personnel transactions and vacant positions for preparation and
analysis of the monthly salary savings report, maintain salary savings
automated system.
10%
4.
Prepare other statistical analysis required by management to support financial
decisions; compile budget and expenditure data for open records or other
internal and external requests. Assist director with special projects as needed.
10%
5.
Examine and evaluate budget processes and administrative practices and
prepare written recommendations to improve budget operations. Document
and update departmental budgetary processes and procedures as required.
10%
6.
Provide personnel management direction and guidance to staff including
orientation, performance appraisal, professional development, coaching and
counseling. Participate in setting performance goals and priorities that
contribute to departmental mission.
5%
7.
Perform other duties as assigned.
5%
Effective: 9/1/02
Revised: 1/7/11
Page 1 of 4
REPORTING RELATIONSHIP: Director, Budgets
SUPERVISORY RESPONSIBILITIES: Direct supervision as a first-line supervisor to staff assigned.
ESSENTIAL QUALIFICATIONS:
EDUCATION: Bachelor’s degree in Accounting, Business Management, or related field.
EXPERIENCE: Five (5) years related experience.
SPECIAL SKILLS AND ABILITIES:
1.
Skills/Abilities:
Proficient computer skills:
Ability to communicate effectively both orally and in written form;
Ability to process and analyze information accurately;
Strong interpersonal, organizational, leadership, and teambuilding skills;
Strong conflict resolution and problem solving skills;
Ability to work collaboratively in developing partnerships and teamwork;
Ability to clearly and effectively present ideas in meetings and presentations.
Equipment Used: Personal Computer and other equipment associated with an office
environment.
Software Used: A variety of spreadsheet, word-processing, database, e-mail, and presentation
software.
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 this job. While performing the duties of this Job,
the employee is regularly required to use hands to finger, handle, or feel; reach with hands and
arms and talk or hear. The employee is frequently required to sit. The employee is occasionally
required to stand and walk. The employee must frequently lift and/or move up to 10 pounds and
occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job
include close vision, distance vision, color vision, peripheral vision, depth perception and ability
to adjust focus.
INTERPERSONAL SKILLS:
Courtesy, tact, and effectiveness in order to communicate with fellow workers, supervisors, and
other members of the organization to request or transmit information, ask questions, get
clarification, and exercise tact.
WORKING CONDITIONS:
The work environment characteristics described here are representative of those an employee
encounters while performing the essential functions of this job. The noise level in the work
environment is usually moderate.
Effective: 9/1/02
Revised: 1/7/11
Page 2 of 4
POSITION TITLE:
Manager, Budget
PHYSICAL REQUIREMENTS & WORKING CONDITIONS: The physical demands and work
environment factors described below are representative of those that must be met by an employee to
successfully perform the essential functions of this job.
PHYSICAL ACTIVITIES:
None
Stand
Walk
Sit
Use hands to finger, handle or feel
Reach with hands and arms
Climb or balance
Stoop, kneel, crouch, or crawl
Talk
Hear
Taste
Smell
WEIGHT and FORCE
DEMANDS:
Wet or humid conditions(non-weather)
Work near moving mechanical parts
Work in high, precarious places
Fumes or airborne particles
Toxic or caustic chemicals
Outdoor weather conditions
Extreme cold(non-weather)
Extreme hot (non-weather)
Risk of electrical shock
Work with explosives
Risk of radiation
Vibration
X
X
X
X
X
X
None
Amount of Time
Under 1/3
1/3 to 2/3
X
X
Over 2/3
X
X
X
None
X
X
X
X
X
X
X
X
X
X
X
X
VISION DEMANDS:
No special vision requirements
Close vision (clear vision at 20 inches or less)
Distance vision (Clear vision at 20 feet or more)
Color vision (ability to identify and distinguish colors)
Peripheral vision
Depth perception
Ability to adjust focus
Effective: 9/1/02
Revised: 1/7/11
Over 2/3
X
X
Up to 10 pounds
Up to 25 pounds
Up to 50 pounds
Up to 100 pounds
More than 100 pounds
WORK ENVIRONMENT:
Amount of Time
Under 1/3
1/3 to 2/3
X
X
X
Amount of Time
Under 1/3
1/3 to 2/3
Over 2/3
Required
X
X
X
X
X
X
Page 3 of 4
NOISE LEVEL:
Very quiet
Quiet
Moderate
Loud
Very Loud
Exposure Level
X
The intent of this job description is to provide a representative and level of the types of duties and
responsibilities that will be required of positions given this title and shall not be construed as a declaration
of the total of the specific duties and responsibilities of any particular position. Employee may be directed
to perform job-related tasks other than those specifically present in this description.
I certify that I have received a copy of this job description. I have read and understand the duties
and responsibilities of this position.
X
Employee Signature
Effective: 9/1/02
Revised: 1/7/11
Date
Page 4 of 4