Budget Analyst II (Confidential)

Salary : $88,500.01 - $112,951.06 Annually

Location : City of Stockton, CA

Job Type : At-Will

Job Number : 1025-07622-A

Department : Administrative Services

Opening Date : 11 / 02 / 2025

Closing Date : 11 / 23 / 2025 5 : 30 PM Pacific

DEFINITION

AT-WILL OPPORTUNITY

FLSA STATUS : Exempt

TENTATIVE INTERVIEW DATE : To be determined by hiring department.

The City of Stockton is seeking to fill one position at the Budget Analyst II or Senior level in its central budget office. The position will be filled at the appropriate level depending upon experience. The ideal candidate will possess strong analytical skills, be proficient in a variety of business and financial computer applications, have government experience, project management experience, and possess excellent oral and written customer service skills. Prior central budgeting and accounting experience in a government entity is desirable. The incumbent will work a City of Stockton 9 / 80 schedule : 8 : 00am - 6 : 00pm Mondays through Thursdays; 8 : 00am to 5 : 00pm on working Fridays, with alternating Fridays off.

This is a confidential At-Will (Unclassified / Unrepresented) position. Only those applicants who best fits the need of the City will be referred to the hiring department. (Applicants who fail to fully complete the on-line / supplemental questionnaire will be subject to rejection.)

Prior to appointment, eligible candidates will be required to submit to and successfully pass a background investigation, which will include fingerprinting.

Under general direction, plans, organizes, and administers specialized City programs and projects, directs and coordinates the work of assigned professional and support staff, performs analytical analyses, prepares long-term financial forecasts, develops, monitors, and reports Citywide operating and capital improvement budgets; responsible for policy development and program planning and implementation with Citywide implications; and performs related work as assigned.

CLASS CHARACTERISTICS

Budget Analyst II (Confidential) is the journey-level class of the series, fully competent to perform responsible and difficult analytical and budget monitoring including financial work relative to positions and labor. This position is under general supervision in the central budget office of the City. Incumbents are expected to exercise independent judgment in selecting analytical techniques and in making sound recommendations. This class is distinguished from Senior Budget Analyst in that the latter is the highest level in this series, responsible for the development and administration of Citywide operating and capital improvement budgets.

PRINCIPAL DUTIES (Illustrative Only)

• Plans, organizes and coordinates the development process of the City's annual budget in a major department and / or assists with the development, production and administration of Citywide operating and capital improvement budgets.
• Develops, implements, monitors, makes recommendation regarding and reports results of department and / or Citywide budgets.
• Review departmental budget submissions, evaluates such requests and recommends approval or modifications.
• Analyzes alternatives and makes recommendations regarding such matters as staffing, capital, equipment purchases, revenues, and cost control.
• Compiles the budget document for departments to which assigned and / or assists with the compilation of Citywide budget documents.
• Review monthly expenditure reports, analyzes variances and confers with supervisory or managerial staff to ascertain reasons and correct problems.
• Assists in the development and implementation of departmental goals and objectives.
• Conducts a variety of special projects and studies related to the function of a department; to which assigned; discusses findings with management staff and prepares reports of study findings.
• Maintains accurate records and files; may develop or utilize computer applications to assist with budgetary analyses and administration.
• Provides technical assistance to others, including departmental analytical staff, on budgetary or analytical matters.
• Prepares narrative analytical statistical reports, research correspondence and other written materials; or directs the preparation of graphic materials for City Council and similar budget presentations.
• May develop funding forecasts and compile various financial or statistical information including work related to positions and labor units as required.
• Provides support to departments relative to budgets, analysis and financial reporting. Assists management with the preparation for and handling of bargaining unit related financial issues.
• Confers with operating department staff regarding budget proposals, revenue projections, budget administration and related matters; provides advice and counsel to department heads regarding the budgetary process and limitations.
• Makes revenue projections; analyzes and evaluates permit, service and similar City fees; recommends fees and charges for City services.
• Investigates methods of funding capital improvement projects and coordinates the development of an annual capital improvement program.
• Assigns, directs and reviews the work of professional, technical and office support staff.
• Conducts varied and complex administrative and operational studies as assigned; provides technical assistance to others.

QUALIFICATIONS

Education / Experience :

Budget Analyst II :

Education- Possession of a Bachelor's degree from an accredited four (4) year college or university with major course work in accounting, economics, business or public administration, or a closely related field.

Experience- A minimum of two (2) years of professional level experience in budget development and administration. Experience in a public agency is desirable.

Substitution- Extensive budget development and administration experience may be substituted for education on a year-for-year basis to a maximum of two year. A Master's Degree in public or business administration, economics, or a closely related field from an accredited college or university may be substituted for one year of experience.

Other Requirements :

Knowledge of :

Skill in :

Physical / Mental Abilities :

This class specification should not be interpreted as all inclusive. It is intended to identify the essential functions and requirement of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this specification. Any essential function or requirement of this class will be evaluated as necessary should an incumbent / applicant be unable to perform the function or requirement due to a disability as defined by the American with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent / applicant when possible.

The information in this announcement concerning the terms and conditions of employment does not constitute either an express or implied contract, and these provisions are subject to change.

The Interview Process :

Only those applicants who best fit the needs of the City will be considered for this exciting career opportunity. Applications and supplemental questionnaires will be reviewed and only the most qualified applicants will be invited to an interview with the hiring department.

ALL APPLICATIONS AND SUPPLEMENTAL QUESTIONNAIRES MUST BE COMPLETED FULLY AND SUBMITTED ON AN OFFICIAL CITY OF STOCKTON APPLICATION FORM. INCOMPLETE APPLICATIONS AND SUPPLEMENTAL QUESTIONNAIRES WILL BE REJECTED AND CANNOT BE REVISED AFTER SUBMITTAL ON OR BEFORE THE FINAL FILING DATE. POSTMARKS, FACSIMILES, AND PHOTOCOPIES OF THE CITY'S EMPLOYMENT APPLICATION WILL NOT BE ACCEPTED. RESUMES ARE WELCOMED BUT SHOULD BE SUBMITTED AS ADDITIONAL INFORMATION ONLY. PLEASE DO NOT STATE "REFER TO RESUME".

NOTES :

In accordance with California Government Code section 3100, et., seq., all City of Stockton employees are considered disaster service workers who may be required to report for duty, or remain on duty to address disaster service activities in the event of an emergency or disaster and are required to undertake an applicable loyalty oath.

UNREPRESENTED - CONFIDENTIAL

NOTE : Employee Benefits are subject to change and are not guaranteed. For a detailed explanation benefits currently in effect,

01

Application Authenticity The Supplemental Questionnaire is part of the examination process; accordingly, it should be completed carefully. It must be submitted with your official employment application. Do not indicate "see resume" as an answer to any of these questions.

02

California Driver's License Do you possess, or are you able to obtain prior to appointment, a valid California Class "C" driver's license?

03

Educational Requirement : The Budget Analyst II requires possession of a Bachelor's degree from an accredited

Substitution : Extensive budget development and administration experience may be substituted for education on a year-for-year basis to a maximum of two year. A Master's Degree in public or business administration, economics, or a closely related field from an accredited college or university may be substituted for one year of experience.Please indicate below how you qualify for the position of Budget Analyst II. This information must be detailed in the education and work history sections of your application or your application will be rejected.

04

Proof of Education : To verify that you meet the educational requirement, you must submit a copy of your degree or unofficial transcripts by the final filing date . You must submit a copy of your degree or unofficial transcripts by one of the following methods :

2) Email to elizabeth.martinez@stocktonca.gov (include : "Budget Analyst II" in the subject line of your email.)

05

The City of Stockton requires degrees from educational institutions that have been accredited by a national or regional accrediting agency in the United States that is recognized by the U.S. Secretary of Education and / or U.S. Department of Education as a "reliable authority as to the quality of postsecondary education."

If you have received your postsecondary education from an institution that may not be accredited in the United States, it is your responsibility to provide proof of U.S. accreditation by the final closing date and time of this recruitment.

You may contact the City of Stockton Human Resources office for an illustrative list of organizations that evaluate foreign colleges.

06

Verification of Education : If offered this position, you will be required to submit an "official transcript" validating your level of college education.

07

Lead / Supervisory Experience Lead or supervisory experience and demonstrated major project administrative experience are desirable. If you possess this experience, please explain. If none, please answer "N / A".

08

Budget Management Describe your experience and role in developing, implementing, analyzing, monitoring and managing budgets, particularly experience at a government entity and / or in a central services budget office. Include the name of the employer, dates of employment, job title, duties performed, computer programs utilized, types of funds, and size of budget for which you were responsible. If none, please answer "N / A".

09

Computer Systems Describe your experience working with general ledger and / or budget computer systems. Also describe any experience working with computer system implementations and what your role was in that project. If none, please answer. "N / A".

10

Long-term Financial Planning Please describe your experience with long-term financial planning including forecasting local government revenues, estimating impacts resulting from new development, and expenditure projections. Please include the agency / employer where you performed these duties. If none, please answer "N / A".

11

Written Reports / Presentations Describe your experience preparing written reports and / or presentations. If any of these projects were to develop training materials or provided training to others, please describe the details of your role in the projects(s). If none, please write "N / A".

12

Public Agency Experience Experience in a public agency is desirable. Please indicate professional-level public sector experience which you possess : (Check all that apply) :

Required Question