9-1-84 A

Manages planning, formulating, evaluating, and coordinating the biennial and annual operating budgets in a large and complex agency or institution; or serves as a chief assistant to a Budget Director of other agency administrator at a large, diversified and complex agency or institution which typically has geographically dispersed divisions such as highway districts, community colleges, localities, or comparable responsibility for a large teaching hospital.

Performs work of unusual difficulty in financial planning, resource analysis and budget coordination. Develops resource allocation policies and expenditure and revenue projections.

Usually supervises Budget Analysts or other fiscal personnel. Administrative direction is received from the agency deputy for budget and planning, university vice president, Budget Director, Fiscal Director B, or other senior agency administrator.

Manages financial phases of agency program planning. May perform operations research or other analysis for effective resource utilization. Recommends allocation or reallocation of resources and financial planning strategies to the agency head or other administrator. Explains priorities and the analysis of revenues and expenditures.

Presents financial planning documents and budgets to the agency head, boards, central state agencies, legislative committees and other groups. Represents the agency at planning meetings and conferences.

Evaluates appropriations, issues operating budget guidelines, and prepares the operating budget. Monitors the use of budgeted funds through continuing dialogue with program heads and by the review of expenditure and revenue data. Recommends revisions of operating budgets. Analyses variances between expenditures and the budget.

Adapts data processing methods and utilizes automated systems for budget preparation or financial planning. May develop management information systems.

As the single agency Budget Manager in a large and complex agency or institution, manages, plans and formulates biennial and operating budgets. Confers with agency administrators and provides guidance on budget development or execution. Revises budget requests. Performs in-depth analyses of budget requests by employing techniques such as cost benefit analysis, program trade-offs and exploring alternate methods of funding.

As a chief assistant to the Budget Director or other senior agency administrator at a large, diversified and complex agency or institution, exercises considerable independence in managing budgeting or financial planning. Employs a high degree of decision making and policy determination, and balances managerial and technical abilities. Manages budget formulation for an assigned area or division. Some positions may serve as a chief financial planner or as the manager of operating budgets; these positions have full authority to coordinate decisions with high level administrators.

Comprehensive knowledge of the principles and practices of program budget planning, formulation, evaluation and budget execution. Comprehensive knowledge of the principles of public administration and state government operations. Considerable knowledge of state budget and finance policies, procedures and systems. Working knowledge of federal grant systems. Some knowledge of state accounting practices and generally accepted accounting principles. Demonstrated ability to plan, direct, coordinate and train others in budget management functions. Demonstrated ability to prepare comprehensive evaluations of budget requests and their justifications. Demonstrated ability to develop budget systems, coordinate budget formulation with agency objectives, and negotiate problem areas. Demonstrated ability to work effectively with agency management, employees, central agency staffs and legislative committees. Ability to communicate and to present plans and budgets effectively.

Graduation from a college or university with major studies in public administration, political science, business administration, operations research or related curriculum, and management level experience including budget or resource analysis, financial planning and forecasting, or fiscal administration, which included some supervisory experience in one or more of these areas; or an equivalent combination of professional level training and experience.