Budget Analyst II at New Braunfels Utilities – New Braunfels, Texas

Position Summary

The Budget Analyst II will perform complex financial analysis with a focus on preparing NBU's annual budget with oversight from the Budget Supervisor. The Budget Analyst II will be a major point person in the annual budget process, create and coordinate strategic planning and innovation within the annual cycle. Job duties include collecting and reviewing data, preparing budget documents, reports, and presentations. This position assists the Budget Supervisor with the annual budget process, long-term forecasts, variance analysis, research, and other duties as assigned.

Essential Duties & Responsibilities

BUDGETING DUTIES

- Prepares the annual budget and five-year financial operating plan, including the long-term financial forecast.

- Reviews departmental Operating and Management (O&M) and capital project budget submissions; updates budget files; prepares data for various committees and the budget kickoff; training; works with departments to make edits and corrections; and prepares the Financial Operating Plan Budget document.

- Develop an expertise in the financial applications to ensure departments are knowledgeable of the budget process by conducting periodic group or one-on-one training, researching and answering questions, and reviewing budget to actual variances for budgetary compliance and impact.

- Assist with process improvement for budgeting systems, forms, and templates.

- Prepares the annual budget calendar and coordinates the scheduling of budget meetings with appropriate department representatives.

- Assists in preparation of written and oral presentations for budgetary items.

ANALYSIS

- Analyzes departmental O&M budget submissions for accuracy, and works with departments for budget solutions.

- Coordinates the preparation and development of quarterly departmental budget to actual variance reporting, evaluates departmental revenue and expenditure estimates and makes necessary adjustments.

- Creates dashboards or report cards and other budgetary tools to assist management with reporting out fiscal year budget results.

- Provides recommendations to management on improvements to the annual budget process.

TRAITS AND CHARACTERISTICS COMPETENCIES

- Ability to prioritize and meet numerous deadlines

- Strong attention to detail and accuracy

- Self-motivated and innovative

- Demonstrates professionalism and integrity

- Possesses excellent analytical and strategic thinking skills

- Communicates effectively both written and verbally, including public speaking

- Adheres to strict confidentiality of information

GENERAL RESPONSIBILITIES

- Maintains regular attendance; leave schedule should be managed so as to not interfere with ability to accomplish tasks, including special projects and assignments with deadlines or negatively affect direct reports' ability to do their jobs when applicable

- Adheres to NBU safety guidelines and practices

- Maintains a clean and safe work area

- Maintains strict confidentiality of business, employee and customer information in written and oral communications and safeguards sensitive documents

- Develops & maintains effective customer service skills for communications with co-workers, customers and the public in general

- Adheres to NBU policies and procedures

- Exemplifies NBU Core Values of Integrity, Stewardship, Culture, Team and Safety

- Participates in and supports initiatives to reach annual NBU Performance Measures

Other Minimum Qualifications

- Preferred advanced skills in Microsoft Excel, especially in the area of pivot tables and data management. Position requires skill and experience in collecting, managing, and analyzing large amounts of data.

- 3+ years of experience with governmental accounting is preferred.

- 3+ years of experience with analyzing and resolving complex accounting transactions and issues.

- Experience with financial reporting, budgeting, governmental accounting, utility accounting and financial audits is preferred.

- Technical ability sufficient to analyze, design, and create various statistical or reports as directed.

- Ability to produce correspondence, reports, user-friendly spreadsheets, databases, and other documents that

are accurate and clearly understood.

- Ability to communicate effectively so that information is clearly understood by recipient.

- Strong sense of urgency, personal initiative and drive to be able to work effectively under extreme deadlines

and changing priorities without close supervision.

Formal Education and Work Experience Requirements

Degree/Diploma Obtained: Bachelors

Work Experience Time Frame: Three Years or More

Field of Study: Accounting, Finance, Public or Business Administration