Budget Analyst III

Job Description:
Budget Analyst III
Under the direction of the Deputy Regional Director, the Budget Analyst III performs highly complex (senior level) accounting, budget work. Works under limited supervision, with considerable latitude for the use of initiative and independent judgment. Coordinates budget processes, preparation and reporting in alignment with established Health and Human Services policies and procedures. Monitors, reviews and analyzes budget expenditure patterns, trends to determine potential for reallocation, realignment or adjustment to accomplish programmatic requirements. The work involves examining, reviewing, and analyzing operating budgets; purchasing expenditures and reports relating to budgetary activities; and providing technical advice and assistance to regional staff on budgetary matters. Responds to Accounts Payable questions on invoices and receiving reports. Sends out budgetary activities to Program Managers. Uses a variety of software applications including CAPPS Financials 9.2, HHSAS PeopleSoft 8.8, assists with Driver Record Request System by DPS, TexNet Electronic Payment notification system, Voyager Fleet system, Excel, Word, and Microsoft TEAMS to perform essential job functions. Analyzes expenditure patterns and discusses with Managers on the use of funds. Establishes processes to oversee and track how funds are utilized in the region. Supervises the duties for Switchboard Operator, Accounting Technician and Program Specialist I (warehouse) positions and covers warehouse duties on occasion. This includes taking care of fleet management, deliveries, and opening the warehouse when needed. Reconciles Petty Cash Bank Statement sends in Petty Cash Reimbursement forms along with Registration fees and Claims forms for services performed for the region.

Serves in the DSHS Regional Operations Center or may be deployed to an affected area of the state during the response to and/or recovery from an all-hazard event. Works under minimal supervision with extensive latitude for the use of initiative and independent judgment. Employee actively participates and/or serves in a supporting role to meet the agency’s obligation for disaster response and/or recovery or Continuity of Operations (COOP) activation in accordance with DSHS Policy OS-. Essential Job Functions:
Attends work on a regular and predictable schedule in accordance with agency leave policy and performs other duties as assigned.

45% Works with program staff to ensure funding sources are allocated and budgeted correctly. Assists program staff with task profile setup for the operating budget. Uses Microsoft Excel and Access to setup operating budget and send to Program Managers monthly. Monitors, reviews, and analyzes operating budgets and methods of finance to ensure budgeted amounts are aligned to appropriated amounts, funds have been appropriately allocated, and appropriate use of funds. Monitors, reviews, and analyzes expenditure patterns and trends to determine potential for reallocation, realignment, or adjustments to accomplish programmatic requirements. Verifies, reviews, and analyzes source documents and data; identifies any unusual financial activity. Tracks capital request, approvals and expenditures. Assists with the preparation or review of financial component of grant proposals. Uses Microsoft Access/Excel/Word, HHSAS and HRMS to perform essential job. Prepares, reviews, and processes budget journals and transfers related to both salary and non-salaried revisions. Certifies fund availability for budget certification forms and procurement requests. Reviews and completes budget certification forms including calculation/processing of offsetting journals, as required. Supervises the duties for Switchboard Operator, Accounting Technician and Program Specialist I (warehouse) positions. Provides speed chart and/or chart field elements on various financial documents to ensure appropriate and correct use of funds. Research position data and prepares funding information for positions and assist on completion of Form HR. May assist with quarterly compilation of agency wide FTE report for State Auditor’s Office. Utilizes HHSAS to run Organization Budget Status reports and/or accounting details. Run Queries on HHSAS to see what purchases have cleared and paid out of budget. Make accounting entries when needed for purchases that were paid incorrectly.

30% Serves as a resource to department staff and provides guidance/technical assistance related to budgetary matters. Attends routine meetings with program management and staff regarding operating budget status and recommendations on utilization of funds. May participate in training program staff on financial policies and procedures. Assists with budget policy and procedures. Meets with program managers on a quarterly basis to update them on their budget status. Trains and Audits clinic staff on co-pay policy and procedures. May work with program management and staff to ensure requests are appropriate and accurate. Maintains supporting documentation used for supporting schedules and strategy requests. Serves as the Pro Card Coordinator and monitors and audits all purchases by Procard. Completes Bank Reconciliation for Petty Cash account.

20% Prepares, reviews and analyzes cost estimates and fiscal notes for program using past expenditures to project potential costs/revenues of implementation. Process requests from Account Payable in Central Office for all purchases and send in Receiving report numbers and Accounting Claims Forms when needed for payment. Provides technical assistance to Central Office staff when needed on Accounts Payable or Budget Issues. Performs other financial duties as assigned. May assist Central Office staff on perform position control and develop workforce functions in HRMS. Respond to budget assignments or other regional assignments sent out by RLHO staff. Cover warehouse duties and switchboard duties when needed and staff are out. Team Lead for switchboard operator.

5% Serves in the DSHS Regional Operations Center or may be deployed to an affected area of the state during the response to and/or recovery from an all-hazard event. Performs other financial duties as assigned. Knowledge Skills Abilities:
Knowledge of state accounting and budgetary procedures
Knowledge of legal restrictions governing the allocation of funds
Knowledge of legislative appropriations request and annual operating budget process.
Skills in computer software including, but not limited to Excel, Access, HHSAS, HRMS and other governmental financial or human resources applications.
Skill in preparing legislative appropriations requests.
Skill in preparing, monitoring, and analyzing operating budgets.
Skills in preparing financial reports and performing financial analysis.
Skills in preparing, reviewing, and analyzing fiscal notes, cost estimates and performance measures.
Ability to work well with supervisor, staff, and the public.
Ability to prioritize assignments and meet work deadlines.
Ability to work independently with limited supervision.
Ability to communicate effectively verbally and in writing.
Ability to establish and maintain effective working relationships with employees, other agencies, and the public.
Ability to follow oral and written instructions.
Ability to prepare clear, concise, and accurate financial reports and schedules.
Ability to train others.
Ability to report on performance measurement.
Ability to analyze financial data.

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