Senior Budget Analyst

Introduction / Overview

The City of American Canyon, a growing Napa Valley community, is seeking a Senior Budget Analyst who is both a good team member and can work on projects independently to successful completion to be responsible for providing professional budget development assistance to the City. Responsibilities require hands-on work for key projects and processes in the areas of City-wide budget monitoring and development, including workforce budget development and capital improvement budget monitoring and development. This position also includes some general accounting support to the Senior Accountant with posting and checking journal entries. The incumbent will provide expert professional and analytical assistance to City management and other staff, and lead direction to less experienced staff members. This position has two (2) direct reports, and reports to the Finance Director.

This position is assigned to the Management Analyst I/II Confidential Unrepresented job classification. It may be filled at any level of the flexibly staffed class:.

Analyst I (advanced journey) - $102,294.06 to $124,339.07 annually

Analyst II (expert) - $112,913.50 to $137,247.07 annually

A cost-of-living adjustment (COLA) of between 2% and 5 % based on CPI will be applied in July 2025 & 2026.

Under general direction, to perform a wide variety of budget development and monitoring support duties, generally for the Finance Director to direct and manage assigned special projects and programs, and financial analysis; to coordinate activities and input on assigned projects from city management, staff, and other organizations; to provide professional support in other assignments as needed to meet the mission of the organization; and, may provide lead direction to lower level personnel. The work mainly involves the gathering, interpretation, development of options, making recommendations and reporting of data dealing with complex problems and includes those programs that deal with financial analysis and accounting.DISTINGUISHING CHARACTERISTICS

Management Analyst I/II is a flexibly staffed class series. Positions allocated to the I/II levels are normally filled at the I level. Advancement from the I to the II level is at the discretion of the appointing authority provided that the following criteria are met: (1) the minimum qualifications and time-in-grade requirements, (2) demonstration of the ability to independently perform the full scope of the assigned duties, and, (3) is assigned and performs the duties of the expert level as defined in the Distinguishing Characteristics of the Management Analyst II below.

Management Analyst I is the advanced journey level class and serves as the entry level into the series. It provides experienced administrative support at the professional level in one or more support areas that may include accounting, auditing, or internal support such as projects related to budget, finance, personnel, contracts and grants, procurement, public outreach, or other assignments; compiles and analyzes data; participates in design and implementation of systems and procedures.

Management Analyst II is the expert level in the series that is responsible for those highly technical assignments requiring focused experience in a specialized subject area rather than general municipal administration and analytical support. This level is responsible for performing the full range of specialized and technical duties in such areas as accounting, auditing, financial analysis and budget development, contracts and grants administration, community engagement, and other identified technical support activities to the City. Incumbents in these positions are assigned significant responsibilities at the expert level that require, depending upon the area assigned, highly specialized knowledge, skills, experience, and the ability to exercise independent judgement in the performance of their duties.

Examples of Duties

For Management Analyst I, duties are performed at the journey level; for Management Analyst II, duties are performed at advanced journey/expert level.

Duties may include, but are not limited to, the following:

Perform a variety of accounting and auditing support functions for the Finance Department, including developing administrative policies and procedures and reviewing pending and adopted legislation at the federal, state, and local levels.

When assigned to financial analysis and budget development, the incumbent, under general direction, will perform a wide variety of accountable, professional, administrative staff assignments; will administer a wide variety of interdepartmental and City-wide financial projects and programs including budget implementation, coordination, revision, review, evaluation and monitoring; create complex financial forecasts and analyses, monitor and provide water and wastewater enterprise funds analysis and financial forecasts, and organize and prepare council reports.

Implement and administer various programs and projects for the Finance Department, handle specialized projects that include financial analysis and budget development, grants and contracts administration, housing, records management, etc.; provide input and feedback on programs.

Prepare applications for financing, tax credits, and grants; administer federal and state grant programs such as CDBG.

Interpret and explain City policies and standards to members of the public and the business community; provide information about economic development matters and business advocacy services; may serve as the key contact with business owners, developers, and members of the public regarding specific programs and projects.

Direct the work activities of assigned personnel; prioritize and coordinate work assignments and review work for accuracy.

Coordinate, collaborate, and work closely with department heads and management staff on assigned projects; provide input and feedback as appropriate.

Establish and maintain positive working relationships with representatives of community organizations, state and local agencies and associations, City management, staff, and the general public.

Perform related duties as assigned.

Typical Qualifications

The level and scope of the knowledge, skills, and abilities listed in this section are related to the job duties as defined under Distinguishing Characteristics.

Knowledge of:

Generally accepted accounting and auditing principles and practices.

Principles and practices of public administration.

Principles and practices of local government accounting, municipal budgeting, financial analysis and forecasting.

Methods of research, program analysis, report preparation, and data analysis/statistics.

Principles and procedures of recordkeeping and records management.

Modern office procedures, methods, and equipment, including computers.

Pertinent federal and state, and local laws, codes, and regulations.

Computer applications including common packages for spreadsheets, databases, word processing, and presentation software.

Supervisory practices and principles.

Ability to:

Organize and direct the worked of assigned staff.

Understand the organization and operation of City departments and of outside agencies as necessary to assume assigned responsibilities.

Interpret and apply administrative and departmental policies and procedures. Analyze complex financial data, reports, studies, and financial records.

Work independently in the absence of supervision.

Perform responsible and difficult administrative work involving the use of independent judgment and personal initiative.

Research, analyze, and evaluate programs, policies, and procedures.

Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals.

Operate a variety of office equipment and computer software in the performance of assigned duties and responsibilities.

Interpret, apply, and explain City policies and procedures, federal, state, and local regulations and guidelines related to assigned area of responsibility.

Prepare effective and complete staff reports and make presentations.

Exercise tact, initiative, discretion, and good judgement within general policy and procedural and legal guidelines.

Communicate clearly and concisely, both orally and in writing.

Establish and maintain effective working relationships with City officials, managers and staff, developers, civic groups, various agency representatives, and the public.

Exemplify an effective customer service attitude with the public, officials, and co-workers.

Effectively act as project manager for assigned activities.

Typical Qualifications

Any combination of education and experience necessary to acquire the required knowledge and abilities is considered qualifying. A typical combination are described below:

Experience and Education:

Management Analyst I -

A Bachelor's degree from an accredited college or university with major course work in public administration, business administration, economics, finance, or a closely related field AND

Two years of increasingly responsible professional experience in accounting, auditing or other professional field as may be needed in a local government environment.

Management Analyst II -

Two years of full-time experience as a Management Analyst I with the City of American Canyon; OR

A Bachelor's degree from an accredited college or university with major course work in accounting, business administration, economics, finance, or a closely related field AND

Four years of increasingly responsible professional experience in accounting, auditing or other professional field as may be needed in a local government environment.

Supplemental Information

Probationary Period:

All Levels - Each level in the Management Analyst series has a probationary period of twelve (12) months as the initial probationary period (initially hired into the City) and six (6) months as the promotional probationary period (promoted from one City job class to another City job class).

Physical Requirements

Work is performed in a typical office environment. (1) Mobility: frequent use of keyboard; frequent sitting for long period of time; occasional bending or squatting. (2) Lifting: Frequently up to 10 pounds; occasionally up to 25 pounds. (3) Vision: constant use of overall vision; frequent reading and close-up work; occasional color and depth vision. (4) Dexterity: frequent repetitive motion; frequent writing; frequent grasping, holding, and reaching. (5) Hearing/talking: frequent hearing and talking, in person and on the phone. (6) Emotional/Psychological: frequent decision-making and concentration; frequent public and/or coworker contact; occasional working alone. (7) Environmental: frequent exposure to noise.

Other Requirements:

May require evening or weekend work.Benefits

We offer a complete benefits package to full-time employees including health care, dental, vision, retirement, deferred compensation plans, flexible spending accounts, life insurance, long-term disability, holidays, vacation, and sick leave.

Cost-of-Living Adjustments (COLAs)

The City has agreed to the following COLA ranges based on the Consumer Price Index:

July 2025: 2% to 5%

July 2026: 2% to 5%Educational Reimbursement

For full-time employees who have completed probation, City will reimburse up to the full cost of attending California State University for tuition and fees (plus books) for any job-related course of study (including Associate's, Bachelor's and Master's degree programs) that benefits the employee and the City.

Benefits

Monthly contribution equal to 90% of the Kaiser HMO premium rates at each level of coverage (Employee only, Employee plus One Dependent, and Family) for active employees.

Employees covered by another insurance plan may be eligible for $475 per month in lieu of health coverage.

The City contributes 100% of the current “Supplement/Managed Monthly Employee Only Rate for Kaiser Senior Advantage” to assist with medical insurance costs for CalPERS covered retirees.

$396.28, “Cafeteria Plan” contribution can be applied to out-of-pocket medical health premium, if any, Life Insurance, Group LTD, Dental and Vision Insurance and an Employee Assistance Program.Paid Leave

Vacation:

12 days = 0-2 years of service

15 days = 3-5 years of service

20 days = 6-10 years of service

25 days after 11 years of service

Management Leave:

15 days per fiscal year

Sick Leave:

12 days per year, unlimited accumulation.

Holidays:

16 paid holidays per year.Vacation and/or Management Leave Same as Cash: Eligible employees may convert a portion of their accumulated management leave and/or vacation leave to cash based on certain guidelines.

Confidential Pay: Eligible for 3% Unrepresented pay differential.

Retirement Plan

CalPERS classic members - 2% @ 55 formula

Employees are covered by the Public Employees’ Retirement Systems (PERS). Employees’ seven percent contribution is employee paid. Employee pays 5% toward employer portion (cost sharing). This formula has single highest year compensation.

CalPERS PEPRA members (hired from 1/1/2013 and after) - 2% @ 62 formula

Three year average on final compensation. A pensionable income cap of $151,549.Deferred Compensation Plan

The City will match a contribution of two percent of the employee’s salary into a 401A deferred compensation plan

if employee chooses to participate. The City also offers several 457 deferred compensation plans in which employees may participate.