This is fiscal administrative work directing the accounting and budgeting functions of a large city agency or directing the budgeting and other fiscal functions for several departments as a part of an administrative services cluster. Employees in this class plan and administer a comprehensive budget program and develop fiscal policies and accounting methods to control and report on departmental activities and functions. Employees plan, assign and review the work of a staff comprised of a combination of budgeting, accounting, and other fiscal staff. An employee working in the central finance agency will also participate in assignments related to bonds, contracts and miscellaneous appropriations and contributions. Working with administrative officials to implement fiscal policies and departmental budget objectives is of major significance to the work.

ALLOCATING FACTORS: (The following conditions must be met for a position to be allocated to this class.)

  1. Employees must:
    1. Direct the accounting and budgeting functions for a large city agency; or
    2. Direct the budgeting and other fiscal functions for several departments as a part of an administrative services cluster; and
  2. Plan, assign and review the work of a staff comprised of a combination of budgeting, accounting, and other fiscal staff.
  3. Only one position will be allocated to a department or administrative services cluster.


Plans, assigns and reviews the work of a staff engaged in screening budget requests for accuracy, completeness and conformance to instructions, and in developing and maintaining accounting and related fiscal records on departmental operations; directs the establishment of new accounting systems and the modification of existing accounting systems to record and report on new and expanded departmental functions; reviews and analyzes financial statements to evaluate departmental operations.

Elicits budget requests from departmental administrators; explains procedures to be followed in developing budget requests; coordinates the preparation of the municipal budget with the preparation of special budgets and contracts with outside agencies; provides cost data for inclusion in budget requests; meets with the directors and deputy directors from the cluster departments; reviews the individual department budgets for accuracy and conformance to cluster requirements; prioritizes work to meet the needs of several departments.

Confers with departmental administrators on the structure of new program requests to insure that all program needs have been included, and that related programs have been adjusted to reflect the impact of new programs; recommends changes in program requests to insure success; writes justifications to clarify the need for, and the benefits to be derived from, requested programs.

Coordinates the budgeting for new programs with the development of new fiscal policies and accounting procedures; confers with departmental administrators to develop fiscal policies on departmental services and functions, such as the purchasing and distribution of work supplies and the charging for services rendered.

Attends budget review hearings; makes presentations explaining and justifying budget requests; distributes decreases in budget requests according to departmental policy.

Receives projects to be requested in the capital program; elicits the priority for each project and the proposed construction schedule from departmental administrators; directs the preparation of capital budget request sheets.

Reviews applications for federal and state grants; provides information to departmental administrators on funding sources; reviews conditions and terms of grant agreements; arranges reimbursement schedules; monitors expenditures during projects.

Reviews requisitions for conformance to the budget; recommends the transfer of monies to cover non-budgeted items; prepares requests for the administrative or legislative transfer of money.

Reviews controller's office annual audits of the department; compiles information and prepares reports to be used in the department response to the audit.

May supervise, directly or through subordinate supervisors, the provision of various fiscal, administrative and clerical and services, including payroll, timekeeping, procurement, contract management, payment processing and inventory control.

The position allocated to the Office of the Director of Finance participates in a variety of assignments, such as payment of principal and interest due on City issued bonds, timely payment of debt service, complying with disclosure requirements for bond proposals, payments to consultants and investment managers, preparation of reports for the Director of Finance and/or the Sinking Fund Commission and other projects as assigned.

Performs related work as required.


(The following statement represents the minimum training and experience standards which will be used to admit or reject applicants for tests. Applications submitted by candidates for this class will be reviewed based on training and experience requirements as approved on 3/94.)


Ability to physically perform the duties and to work in the environmental conditions required of a position in this class.


Class Established: 6/67

Spec. Revision:
CSC: 4/95, Ad Board: 5/95

Latest Spec. Revision:
CSC: 12/06, Ad Board: 4/07