CITY OF PHILADELPHIA PERSONNEL DEPARTMENT
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.
(The following conditions must be met for a position to be approved for this class.)
- Employees in this class must assist in the preparation, planning, and maintenance of provider agency budgets.
- Employees in this class must monitor expenditures and encumbrances and prepare status reports on budgetary
- Employees in this class must analyze agency budget requests for conformance to program guidelines and contract
- These positions must be located in the Health Department.
TYPICAL EXAMPLES OF WORK (ILLUSTRATIVE ONLY)
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
- 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.
REQUIRED KNOWLEDGES, SKILLS AND ABILITIES
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.
explaining budgetary procedures to contracted agency personnel and ensuring conformance with departmental
- forecasting expenditures based on current and previous expenses.
- making arithmetic and statistical calculations based on financial data.
- maintenance of accurate and complete financial records.
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
MINIMUM ACCEPTABLE TRAINING AND EXPERIENCE
(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 6/93.)
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
CSC - 4/1993 ; Ad Board - 6/1993
END OF JOB CLASS SPECIFICATION - 2C04