2C04
HEALTH PROGRAM BUDGET ANALYST

This is full performance health program budget analysis work planning, preparing and monitoring budgets for health provider agencies. Work includes analyzing budget requests for conformance to program guidelines and contract stipulations, preparing cost estimates, and monitoring budgetary expenditures. Work also includes responsibility for determining the appropriateness of budget requests and preparing periodic budgetary status reports. Interacting with contracted agency officials to develop funding projections and to resolve fiscal problems are significant aspects of the work. Work is performed under the supervision of a technical superior.

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

1. Employees in this class must assist in the preparation, planning, and maintenance of provider agency budgets.

2. Employees in this class must monitor expenditures and encumbrances and prepare status reports on budgetary transactions.

3. Employees in this class must analyze agency budget requests for conformance to program guidelines and contract directives.

4. These positions must be located in the Health Department.

• Analyzes agency budget requests to determine their conformance with program guidelines; determines amount of revenue required to meet program costs; recommends modifications in requests on basis of departmental policies and program needs; prepares periodic reports on budget transactions; makes budgetary recommendations based on trends in revenue and requested obligations; reviews, recommends and explains changes in budget requests to agency administrators.
• Receives budget requests from agency administrators; reviews requests for accuracy, completeness and conformance to instructions; evaluates the operational efficiency of requested programs to insure that adequate personnel, materials, and supplies, and all other program needs have been included; recommends to agency changes in requests to assure program success; writes justifications to clarify the need for, and the benefits to be derived from, requested programs; questions program personnel on establishment of priority requests; assists agencies in preparation of grant applications; reviews grant applications for accuracy and completeness; prepares estimates on the amount of revenue to be generated by program.
• Meets with agency administrators to discuss budget proposals and to establish the priority of different requests; explains cost data and justifications for individual programs; recommends deletion, inclusion or modification of different requests; monitors expenditures and encumbrances to identify potential overdrafts and surpluses; monitors expenditures made by agencies to insure adequate documentation and conformance to contract stipulations; approves and disapproves reimbursement of expenditure.
• Performs related work as required.

KNOWLEDGE OF:

• the principles, practices, and problems of preparing and administering program budgets in a provider agency.
• the principles and techniques of developing and maintaining cost and performance statistics.
• accounting principles and practices.
• administrative procedures and practices as they relate to health care provider agencies.
• fiscal reporting requirements and conventions.
• the uses of computer software for financial reporting.
• recordkeeping and reporting systems used in budget preparation.
• the policies and regulatory requirements of state, federal and third-party payers.

SKILL IN:

• explaining budgetary procedures to contracted agency personnel and ensuring conformance with departmental guidelines.
• forecasting expenditures based on current and previous expenses.
• making arithmetic and statistical calculations based on financial data.
• maintenance of accurate and complete financial records.

ABILITY TO:

• evaluate budgetary requests for compliance with contract terms.
• exercise initiative and judgment in analyzing provider or agency needs and in making pertinent recommendations concerning related budget requests and administration.
• learn pertinent computer applications.
• prepare comprehensive fiscal reports and statement.
• establish and maintain effective working relationships with departmental, contracted agency, and central agency officials.

EDUCATION:

• Completion of a bachelor's degree program in accounting from an accredited college or university.

• One year of accounting or budgetary experience.

• One year of accounting or budgeting experience at the full performance level, analyzing budget requirements, expenditures and the preparation of budget requests in a mental health, mental retardation, drug/alcohol abuse, maternal and child health, or AIDS program area.

PHYSICAL AND MEDICAL REQUIREMENTS

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

PAY RANGE: EP19
Class Established:
  CSC - 4/1993 ; Ad Board - 6/1993

RJ/ps/sb