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Budget Analyst (OSF)

D21

Basic Purpose

Positions in this job family perform analytical work involving the examination of budgetary control records, expenditure transactions, accounting procedures, and other information related to agency budget requirements and budget work programs to support preparation and administration of the state budget, the preparation of proposed legislation and the development of justification for requested funding levels. 

Typical Functions

The functions performed by employees in this job family will vary by level, but may include the following:

Performs analyses and completes research necessary to develop funding and program recommendations to be presented to the Director of the Budget Division and the Director of State finance for possible inclusion in executive budget recommendations to the legislature.

Completes surveys and studies used in determining state agency fiscal requirements; conducts assigned research on legislation; prepares legislative appropriation and substantive bills.

Accumulates and analyzes various budgetary, income and expenditure data for preparation of budget-to-actual and other financial reports; maintains data on budgetary systems and financial programs.

Identifies and analyzes appropriate benchmarks and best practices in other states or the private sector for possible implementation in Oklahoma; identifies appropriate ways to measure agency program performance and assists agency managers in integrating such measures into internal agency budget processes

Prepares recommendations for adjustments to agency budgets and for redistribution of state resources; conducts budget conferences with department heads; may assist in the formulation of budgetary policies.

Analyzes, reviews and makes recommendations on budget proposals submitted by various state agencies assigned to the analyst; assists in the continuous budgetary control of appropriations; analyzes bills at legislative sessions and prepares analysis of their fiscal or budgetary implications; prepares summaries and analysis to justify budget program recommendations which may be under consideration by the Governor or by legislative committees. 

Attends legislative budget hearings and provides analysis of information relating to agency operations and executive budget recommendations; gives assistance to state agencies preparing budget estimates and proposals.

Level Descriptors

The Budget Analyst (OSF) job family has four levels which are distinguished by the complexity of assignments, the level of expertise required to perform the duties assigned, and the responsibility for providing leadership to others.

Level I:                                                   Code:  D21A                                         Salary Band:  K

This is the basic level of the job family where employees primarily perform entry level work in a training status to build their skills in analyzing and interpreting agency financial data, determining budget requirements, and assisting in the development of budget work programs.  In this role they will assist higher level budget analysts in compiling and reviewing agency financial data or budget requests and other data in making recommendations concerning various budget proposals.  Employees at this level will not normally be assigned responsibility for agencies during the initial probationary period after appointment, but after completion of this period may be assigned these responsibilities and continue in a training status under close supervision to further their skills in analyzing budget requests, making recommendations on various budget proposals and participating in studies and research concerning agency financial needs.

Knowledge, Skills and Abilities required at this level include knowledge of the principles and practices of organization and management; of public administration; of methods and techniques for conducting research and analysis; of various sources of revenue available to governmental agencies; of typical expenditures required to provide governmental services; of the principles and practices of governmental accounting and budgeting; of program evaluation techniques; of services which can be provided by other sources, including the private sector; of the legislative process: and of the principles and practices of effective communication.  Ability is required to review and analyze financial data; to establish realistic budget goals, to organize and present facts and opinions accurately, to analyze and understand agency goals and objectives; and to establish and maintain effective working relationships with others.

Education and Experience requirements at this level consist of a bachelors’ degree in business or public administration, economics, accounting or finance.

Level II:                                  Code:  D21B                                         Salary Band:  N

This is the career level of this job family where employees are assigned responsibility for a full range of work involving the review and analysis of agency financial data, budget estimates and other information related to agency budget requirements and budget work programs.  This will include compiling and analyzing required financial data, conducting research or studies concerning agency financial needs, providing assistance to agency budget analysts, and developing recommendations concerning changes in expenditures or revenues.  Some responsibility may also be assigned for providing training or assistance to lower level analysts. The work at this level primarily involves responsibilities for performing budget reviews that require analysis of routine or moderately complex issues.

Knowledge, Skills and Abilities required at this level consist of those identified in Level I plus demonstrated abilities to review and analyze a full range of financial information concerning revenues and expenditures and develop appropriate budget recommendations.

Education and Experience requirements at this level consist of those identified in Level I plus one year of experience  in professional public sector budget administration or fiscal analysis.

Level III:                                 Code:  D21C                                         Salary Band:  O

This is the specialist level of this job family where employees are assigned responsibility for performing advanced level work of a complex and difficult nature in reviewing and analyzing budget estimates and budget work programs.  This may include responsibility for budgets with a large number of sub activities, revolving funds, line items, total expenditures, sources of revenue, FTE, or other factors affecting the complexity of the work assigned, and responsibility to research, identify, and develop recommendations for budget reductions.  It may also include positions that are assigned responsibilities for providing functional supervision to others as a team leader or project leader on a limited basis.

Knowledge, Skills and Abilities include those identified in Level II plus demonstrated ability to perform complex and difficult analysis of a wide range of factors related to determining budget requirements and making recommendations concerning budget reductions.

Education and Experience requirements at this level consist of those identified in Level II plus two additional years of qualifying experience.

Level IV:                                                Code:  D21D                                         Salary Band:  P

At this level of this job family employees are assigned responsibilities involving advanced level analytical work in reviewing and evaluating budget requirements and budget  work programs with emphasis on the ability to research, identify, and develop recommendations for budget reductions and more effective service delivery alternatives.   Responsibilities will involve agencies, tasks, and projects that require analysis of highly complex issues and may include providing leadership to others as a team leader or project manager.

Knowledge, Skills and Abilities required at this level include those identified at Level III.

Education and Experience requirements at this level consist of those identified at Level III.