CITY OF PHILADELPHIA PERSONNEL DEPARTMENT
2C19
BUDGET ANALYST SPECIALIST
GENERAL DEFINITION
This is advanced budget analysis work in the examination, evaluation, and control of the
City's operating and/or capital budgets. An employee in this class analyzes operating and/or
capital budget requests, reviews a wide variety of fiscal and capital program documents, and
conducts specialized or recurring projects relating to all or portions of the City's total fiscal
operations. This class is distinguished from the next lower class in the responsibility, scope and
complexity of assignments, of budgetary and advisory services provided, and of the analysis of
City-wide projects and/or expenditure projects. Work includes interacting with departmental
officials to implement City-wide fiscal policies and to ensure conformance to the City's overall
fiscal program. The employees work under the direction of a budget analyst supervisor.
TYPICAL EXAMPLES OF WORK (ILLUSTRATIVE ONLY)
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Analyzes departments' operating and/or capital budget requests to determine their
conformance with City's fiscal policies and/or capital program, departmental functions, and
historical trends; recommends modifications in requests on basis of current policies, departmental
operations, and fiscal impact; prepares a variety of capital and/or operating budget reports;
makes budgetary recommendations based on governmental revenue funds; prepares schedules
for periodic financial status reports and budget documents; reviews, recommends and explains
changes in budget request forms, instructions, and preparation format.
- Reviews a wide variety of fiscal documents for conformance with approved operating
and/or capital budgets; reviews requests for budget revisions and transfer of funds; recommends
modifications and prepares administrative transfers of capital authorizations.
- Conducts a variety of special or recurring studies of fiscal and related operations; meets
with appropriate officials to discuss proposals, consider alternatives or modifications, and/or
resolve problems; evaluates results of studies and makes appropriate recommendations.
- Attends and participates in hearings; provides information relating to budget requests and
recommended changes; meets with departmental administrators to discuss budgetary impact of
requests, to resolve disputes, and to implement budgetary policy.
- Performs related work as required.
REQUIRED KNOWLEDGES, SKILLS AND ABILITIES
KNOWLEDGE OF:
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the principles and practices of capital and operating budget formulation, evaluation, and
administration.
- the principles and practices of budget administration as applied to the analysis of
budgetary objectives and procedures.
- the principles of finance as applied to the preparation and control of operating and capital
budgets.
- principles and practices of administrative analysis and managerial operations.
- principles and practices of administrative organization and management and their
application in resolving a variety of operational and administrative problems.
- principles and practices of revenue forecasting.
ABILITY TO:
- analyze and comprehend organizational and procedural problems and make recommendations related to budgetary requirements.
- express ideas effectively, both orally and writing.
- prepare and interpret a variety of financial and budgetary reports and statements.
- enlist the cooperation of officials to implement policy and procedural changes.
- establish and maintain effective working relationships with associates, administrative
officials, departmental officials and the public.
- analyze and resolve complex budgetary problems and made sound recommendations
consistent with budgetary principles and departmental policies.
- exercise judgment and discretion in applying and interpreting policies and procedures
consistent with overall policy and objectives.
- identify and evaluate significant trends in revenue and make budgetary recommendations
based on such trends.
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 8/84.)
Completion of a bachelor's degree program at an accredited college or university with
major course work in public administration, urban studies, finance, economics, accounting, or
business administration.
Six years of budget/fiscal/accounting experience in a governmental agency; two years of
which has been full performance budget analysis work in the examination evaluation, and control
of assigned departments' operating and/or capital budgets.
Or any equivalent combination of education and experience determined to be acceptable
by the Personnel Department that has included the completion of a bachelor's degree program
in the above stated or related major course work as an educational minimum.
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: EP24
Class Established: 8/1984
Spec. Revised: 8/1999
SK/vp/sb
END OF JOB CLASS SPECIFICATION - 2C19