Sr. Budget Analyst

This posting will remain open continuously until filled.

The Town of Castle Rock’s future and the quality of that depend on the choices we make today. Do you want to be part of a team that make decisions that work now while preserving and protecting Castle Rock’s identity and quality of life for the future? We value teamwork, cooperation, and quality communication. We strive to provide exceptional public service to our customers and encourage creativity and innovation. We welcome all that share those values to apply.

Working for the Town of Castle Rock includes:

• The opportunity to make a difference in our community
• Career Advancement Programs
• Employee well-being program
• Competitive total compensation with an excellent benefits package
• Free membership to the MAC or Recreation Center

Essential Duties and Responsibilities:

• Serves as a financial and budget liaison to Town departments, providing analysis, planning support, and guidance on complex issues. Coordinates the collection, evaluation, and interpretation of financial and operational information to help departments identify problems, evaluate options, and make informed decisions.
• Leads assigned components of the annual budget process, including coordinating department submissions, developing personnel projections and multi-year forecasts, evaluating new budget requests, and preparing revenue and expenditure forecasts and budget documents.
• Reviews assumptions and complex analyses, identifies potential budget impacts, and recommends funding options to the Budget Manager. Provides guidance to departments and other budget staff as needed.
• Leads complex projects and special assignments that may include cost allocation, fiscal impact analysis, custom department reporting, and project specific financial analysis. Coordinates information from multiple sources, evaluates results, and communicates conclusions and recommendations.
• Independently analyzes complex financial and budgetary issues, including significant fluctuations, emerging trends, and unusual transactions. Proactively identifies potential problems, investigates underlying causes, and assesses fiscal and operational impacts. Brings significant issues to the attention of the Budget Manager or appropriate leadership in a timely manner and recommends solutions or next steps.
• Develops reports and analyses showing the impact of proposed budgetary decisions. Presents findings and recommendations to departments and management in a clear, useful format.
• Actively participates in the implementation of the Town’s budget software and its integration with other Town systems. Uses and maintains the software to support budget development, monitoring, forecasting, and reporting. Reconciles data between the budget software and accounting system, investigates differences, and recommends and coordinates corrections to maintain accurate information.
• Identifies opportunities to use the budget software more effectively and recommends improvements to related processes and reports. Trains and supports users and develops reports that meet the needs of internal and external audiences.
• Develops, prepares, or assists with monthly and quarterly account reconciliations, capital carryforward schedules, and financial schedules for actual and budget amounts by fund. Provides detailed and summary financial information to departments and explains significant results.
• Prepares, reviews, and monitors account balances and reports. Investigates and resolves variances, reconciles differences, and prepares monthly financial analysis reports. Identifies issues that may require corrective action and recommends appropriate steps.
• Verifies and monitors department contracts, including amounts, terms, scope, and available budget. Analyzes project costs against original budgets, identifies potential funding or compliance concerns, and recommends solutions.
• Supports department planning by monitoring cash balances and preparing cash flow analyses as required. Provides periodic reports, interprets results, identifies potential risks, and makes recommendations.
• Assists with the preparation and implementation of budget amendments, budget transfers, capital carryforward, and other budget management tasks. Analyzes the fiscal effects of proposed changes and advises departments on available options.
• Prepares schedules, fund analysis narratives, and other information. Assists with information requested for the annual ACFR and other annual reporting requirements.
• Maintains detailed records and develops, maintains, and documents record systems for key financial items. Prepares professional reports and presentations that explain complex financial data. Evaluates financial procedures and work processes, recommends improvements, and assists with implementation. Assists external auditors as needed.
• Performs other duties as assigned.

Minimum Qualifications:

An equivalent combination of education, training, and experience that demonstrates required knowledge, skills, and abilities may be considered.

Education: Bachelor's Degree in Finance, Accounting, or closely related field

Experience: At least five (5) years of finance, budget, or accounting experience, including financial analysis; or any equivalent combination of education and experience.

Preferred qualifications: Experience working in municipal government and proficiency using Microsoft Office Suite, including Excel, Word, PowerPoint, and Access.

Knowledge, Skills, and Abilities:

• Ability to exercise independent judgment and initiative in identifying work assignments, selecting appropriate methods, and managing complex analyses and projects with limited supervision.
• Ability to define financial and budgetary problems, investigate underlying causes, evaluate alternatives, and develop well-supported recommendations.
• Ability to develop multi-year forecasts; analyze financial, fiscal, and statistical data; and assess the impact of proposed budgetary decisions.
• Ability to track and analyze financial activity at the project level, identify budget variances and funding concerns, and communicate project financial status to departments and management.
• Ability to use and maintain budget software, identify opportunities to improve its use, train others, and develop accurate reports for internal and external users.
• Ability to coordinate and interpret information from multiple sources and communicate complex findings and recommendations through clear reports and presentations.
• Ability to apply accounting and budgetary principles and relevant laws and regulations to fiscal, accounting, and budgetary records, reports, and decisions.
• Ability to perform job duties with a high degree of accuracy and attention to detail, including the preparation and review of financial data, records, and reports.
• Excellent oral and written communication skills, including the ability to explain complex financial information clearly and prepare concise reports and presentations.
• Ability to work effectively in a collaborative team environment and establish productive working relationships with employees, departments, officials, and the public.
• Ability to exercise tact and discretion in handling confidential information and in contact with Federal, State, and Town officials and the public.
• Ability to explain, develop, and continually update departmental policies and procedures.
• Knowledge of generally accepted accounting principles, practices, and techniques, and their application to accounting transactions.
• Thorough knowledge of recordkeeping and reporting principles and practices.
• Ability to compile, analyze, and interpret financial statements and reports and to learn and use financial, budgeting, and reporting software.
• Ability to develop and modify work procedures, methods, and processes to improve efficiency.
• Ability to establish and maintain complex records and files and prepare reports from such data.

Physical Demands:

• Sedentary work for long periods of time
• Occasional physical work lifting no more than 10 pounds
• Occasional lifting, carrying, walking and standing
• Occasionally required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; and stop, kneel, crouch or crawl
• Frequent hand/eye coordination to operate personal computer and office equipment
• Vision for reading, recording and interpreting information
• Speech communication and hearing to maintain communication with employees and citizens

Work Environment:

• Works primarily in a clean, comfortable environment

Equipment Used:

• Uses standard office equipment including a personal computer system
• This position may require the incumbent to occasionally use personal equipment (e.g. vehicle, cell phone, tools, etc.) in the course of their employment.

Must satisfactorily complete a criminal background check prior to commencing employment.

The Town of Castle Rock is an equal opportunity employer.