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Principal Budget & Reporting Analyst

Company: San Diego Housing Commission (SDHC)
Location: San Diego
Posted on: May 15, 2022

Job Description:

Salary: $88,049.52 - $107,209.44 annuallyType: Full time, full benefitsClass Characteristics:Manages the production of the Commission's operating and capital budgets. The incumbent organizes and oversees day-to-day budgetary coordination and review. Responsibilities include performing diverse, specialized, and complex work involving significant accountability and decision-making responsibility. The incumbent organizes and oversees day-to-day activities and is responsible for providing professional-level support to the Vice President of Financial Services & CFO in a variety of areas. Successful performance of the work requires an extensive professional background as well as skill in coordinating divisional work with that of other departments, divisions, and outside agencies. This class is distinguished from the Vice President of Financial Services & CFO in that the latter has overall responsibility for all financial services programs, including budgeting, accounting, and financial record keeping, and managing the Commission's investment portfolio, and for developing, implementing, and interpreting public policy. Examples of Essential Job Functions:

  • Participates in the development and implementation of goals, objectives, policies, and priorities for the division as well as the Commission's operating and capital budget production process; recommends within departmental policy, appropriate service and staffing levels; recommends and administers policies and procedures.
  • Participates in the development, administration, and oversight of division budget; sets up templates; imports data into budgeting software; creates software script to automate data importing.
  • Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures; assesses and monitor workload, administrative, and support systems, and internal reporting relationships; identifies opportunities for improvement and recommends to the Vice President.
  • Meets and confers with department staff regarding interpretations of budgetary policies and procedures.
  • Plans, manages, coordinates and participates in the annual Commission budget development process, including supervising and participating in development of preliminary and final budget documents, supporting exhibits and details, coordinating review of key policy issues and decisions with the Vice President, President and Chief Executive Officer, Housing Commission, department and section heads to ensure timely completion; meets with section managers to forecast revenues for multiple Federal, State, and local funding sources.
  • Prepares and generates spreadsheet based reports; integrates data extracted from multiple systems and platforms.
  • Evaluates quarterly budget-to-actual variance reports and supervises preparation of budget variance explanations for incorporation with financial reports to the Commission, including researching and working with section heads and other staff to resolve problems and discrepancies.
  • Directs, coordinates, and participates in the mid-year budget analysis and revision process, including reconciling actual year-end carry-over revenues for multiple funding sources to budget, participating in formulating budget revisions for presentation to the Housing Commission and Housing Authority.
  • Advises section managers on expense and revenue allocations to ensure compliance with funding source fiscal and program requirements, including serving as an intermediary in working with funding source officials to resolve financial management and compliance issues involving multiple projects and complex cost allocation formulae, preparing and submitting budget and contract amendments and requisitions for funds to funding sources.
  • Maintains and directs the maintenance of working and official databases and files.
  • Monitors changes in laws, regulations, and technology that may affect Commission or divisional operations; implements policy and procedural changes as required to maintain compliant; transitions existing processes to new technology.
  • Prepares, reviews, and presents staff reports, various management and information updates, and reports on assigned programs and special projects to the Housing Commission and Housing Authority.
  • Serves as a liaison for the division with other Commission departments, divisions, and outside agencies; provides staff support to commissions, committees, and task forces; explains and interprets divisional programs, policies, and activities.
  • Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of budgetary accounting, finance, and other types of public services as they relate to the area of assignment.
  • Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations.
  • Provides support for accounting information system; addresses transaction processing and reporting issues.
  • Performs other duties as assigned. Qualifications: Knowledge of:
    • Administrative principles and practices, including goal setting, program development, implementation, and evaluation.
    • Principles and practices of budget development and contract administration.
    • Organization and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs.
    • Principles and practices of comprehensive program development, implementation, and management.
    • Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility.
    • Methods and techniques for the development of presentations, contract negotiations, business correspondence, and information distribution; research and reporting methods, techniques, and procedures.
    • Modern office practices, methods, and computer equipment and applications related to the work.
    • English usage, grammar, spelling, vocabulary, and punctuation.
    • Techniques for effectively representing the Commission in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.
    • Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and Commission staff.
    • SQL database structures.
    • Principles and practices of accounting and financial reporting.Ability to:
      • Assist in developing and implementing goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas.
      • Effectively administer a variety of programs and administrative activities.
      • Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations.
      • Evaluate and develop improvements in operations, procedures, policies, or methods.
      • Prepare clear and concise reports, correspondence, policies, procedures, and other written materials.
      • Research, analyze, and evaluate new service delivery methods, procedures, and techniques.
      • Analyze, interpret, summarize, and present technical information and data in an effective manner.
      • Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports.
      • Effectively represent the division and the Commission in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals.
      • Establish and maintain a variety of filing, record-keeping, and tracking systems.
      • Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.
      • Operate modern office equipment including computer equipment and specialized software applications programs.
      • Learn and adapt to new software and processes.
      • Use English effectively to communicate in person, over the telephone, and in writing.
      • Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
      • Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work. Education & Experience: Equivalent to graduation from an accredited four-year college or university with major coursework in accounting, finance, public or business administration, or a related field and five (5) years of experience in accounting or finance, preferably with a focus in financial analysis, which includes two (2) years of supervisory experience. Licenses and Certifications: Possession of, or ability to obtain, a valid California Driver's License by time of appointment.QualificationsSkillsBehaviors: Motivations:EducationRequiredBachelors or better in Accounting or related field.

Keywords: San Diego Housing Commission (SDHC), San Diego , Principal Budget & Reporting Analyst, Education / Teaching , San Diego, California

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