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Budget & Finance Analyst Lead - Internal Only #2403-224400-01

Operating and Capital Budget Supervisor

Date Opened
Friday, March 15, 2024 8:00 AM
Close Date
Monday, March 18, 2024 11:59 PM
Section
Planning Design & Development
Salary
  • $71,486 - $89,358 Commensurate With Experience
Go Back View Benefits

Introduction

The City of Charlotte’s Planning Department takes great pride in our success with bringing together resources to create great places. We are driven to make Charlotte a livable city for people to live, work, play, and thrive. Through active and strategic collaborations with other City departments and community partners, the team fulfills its purpose of helping businesses and residents thrive by guiding growth, sustaining the natural environment while also designing vibrant and inclusive avenues for citizen enjoyment.

Overview

The City of Charlotte is the largest municipality in North Carolina and the 15th largest city in the United States, with a total population of more than 897,000 citizens. A major commerce center, Charlotte hosts several of the nation’s largest banks and technology companies.

Also known as the Queen City, Charlotte is home to the Carolina Panthers, the Charlotte Hornets and the NASCAR Hall of Fame. We work hard to ensure that the community will be a winning city for everyone – a truly remarkable place to live, work, learn and play. Join us in helping to keep our City thriving, ensuring upward mobility and advancement in the workplace.

Function

Management

Summary

The Operating & Capital Budget Supervisor will work closely with the Planning, Design & Development Department Budget & Finance Manager to oversee financial activities, including data analysis, budget management, fiscal reporting, and purchasing activities. This role involves managing the department's general fund operating and Capital Investment Plan/PAYGO, overseeing budget development processes, monitoring capital projects, conducting complex analytical tasks, and managing major project accounting functions.

Major Duties and Responsibilities

  • Supervise assigned staff, including assigning, monitoring, and reviewing completed work, providing input in staffing decisions, evaluating performance, and assisting with career and professional development.
  • Assist in coordinating the development of the department's annual budget requests and processes.
  • Develop financial reporting tools and assist the Budget & Finance Manager in monitoring and managing the annual operating and capital budget.
  • Assist in preparing the User Fees model for various divisions' services, including activities related to 160D requirements and End of Year Reconciliation.
  • Collaborate with the Budget & Finance Manager and administrative staff in budget monitoring and developing solutions for unfunded operational and procurement needs and other complex budget/vendor payment issues.
  • Provide support for the department’s departmental charges for CRTPO, Community Tree Canopy Preservation Division, and I&T.
  • Approve various accounts payable transactions in the City’s financial system (Munis), including requisitions for purchase orders, purchase order change orders, requests for checks, etc.
  • Process journal entries to transfer budget and/or expenses to appropriate accounts.
  • Assist in managing capital project and grant master setup in Munis, including determining and/or establishing the correct funding sources and priority of fund allocation.
  • Serve as the Munis expert for all operating and capital budget needs within the department.
  • Represent the department on City-wide committees and workgroups on management initiatives and policy reviews.
  • Perform annual reviews of fixed assets and other associated accounting processes with the Finance Department.
  • Develop and deliver appropriate training to relevant staff for Concur and Munis.
  • Assist in the annual capitalization process for capital projects managed by Planning, Design & Development.
  • Act as the department Procurement Card (P-Card) Accountant, completing weekly and monthly reconciliations and reviewing all transactions for accuracy, completeness, and proper financial coding.
  • Work with the Budget & Finance Analyst on developing Mid-Year and Year-End processes for the department and performing monthly open purchase order and after-the-fact purchase order analysis.
  • May function as Cost Object Approver in the city’s employee reimbursement ERP system (Concur), including reviewing, rejecting, and/or approving all reimbursement and travel request/expense reports for accuracy prior to and after traveling.
  • Collaborate with the Department Budget & Finance Manager on other related job duties and special projects as assigned.

Knowledge, Skills & Abilities

  • Considerable knowledge of generally accepted accounting principals
  • Ability to develop and manage budgets within a local governmental agency
  • Knowledge of the principles and policies of budget preparation and administration
  • Considerable knowledge of principles and practices of governmental accounting
  • Ability to communicate effectively in writing, one-on-one, small group, and presentation situations
  • Advance Microsoft Word and Excel skills with an ability to master other job- related software such as ERP systems and the finance components of human resource systems
  • Critical thinking and strategic planning skills
  • City financial, procurement and budget related policies and procedures

Preferred Qualification

  • Master’s degree in business administration, accounting, public administration, or a closely related field 
  • 3 – 5 years of progressive financial and budget management experience

Minimum Qualifications

  • Bachelor's degree with three (3) years of relevant work experience or an equivalent combination of education and relevant experience that provides the necessary knowledge, skills and abilities to successfully perform the essential job duties

Conditions of Employment

The City’s Background Check Policy requires background checks to be conducted on final internal or external candidate(s) applying for any position with the City of Charlotte. The type of information that will be collected as part of a background check includes, but is not limited to: reference checks, social security verification, education verification, criminal conviction record check, and, if applicable, a credit history check, sex offender registry and motor vehicle records check.

Background checks must be in compliance with all federal and state statutes, such as the Fair Credit Reporting Act (FCRA). The checks must be consistent with the guidelines set forth by these laws requiring organizations to obtain a candidate’s written authorization before obtaining a criminal background report, motor vehicle records check or credit report; and to properly store and dispose of information derived from such reports.

Final candidates must pass a pre-employment drug-screening test. During the selection process, candidates may be asked to take a skills test, and/or participate in other assessments.

The City of Charlotte is an Equal Opportunity Employer.


How To Apply

Apply online.

Federal law requires employers to provide reasonable accommodations to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job.

You are welcome to visit the City of Charlotte Human Resources Department lobby where we have workstations available. Our office is located at 700 East 4th Street, Suite 200, Charlotte, NC 28202. Our hours are Monday through Friday, 8 a.m. to 5 p.m. (EST), excluding official City holidays.

Anyone seeking an accommodation to apply for a job may call (704) 336-2285 for assistance or you may email questions to CityHrJobPostingsNotify@ci.charlotte.nc.us.

Benefits

The City of Charlotte provides a comprehensive benefits package to all employees.

Click here to learn more about the City of Charlotte’s benefits.

The City of Charlotte is a drug and alcohol-free workplace.

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In Conclusion

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