Budget Officer Job at Tracy, San Joaquin County, California

Budget Officer

City of Tracy , California

Job Information 



Mid Level


$9,333.18 - $11,344.56 Monthly

Application Deadline 


04/16/2021 05:00 PM PDT

Recruitment Type 

Open Competitive


For more information about this position, please click on the link below.

Budget Officer

To be considered for this position, please email a resume to Bob Hall at talent@tripepismith.com.

Under general direction, plans, organizes, oversees, coordinates, and reviews the production of the City’s operating and capital budgets; reviews, monitors, adjusts, and controls the ongoing operating and capital budgets after adoption; provides highly responsible and complex administrative support to the Director of Finance; provides expert professional assistance to City management staff in areas of expertise; and performs related work as required.
Receives general direction from assigned supervisory or management staff.  Exercises technical and functional direction over and provides training to lower-level staff.   Exercises no direct supervision over staff.
This is an advanced, specialized professional classification performing the range of duties involved in the production of the City’s operating and capital budgets.   Responsibilities include performing diverse, specialized, and complex work involving significant accountability and decision-making responsibility.  The incumbent organizes and oversees day-to-day activities of the work unit and is responsible for providing professional-level support to the Director of Finance in a variety of areas.  Successful performance of the work requires an extensive professional background as well as skill in coordinating departmental work.  This class is distinguished from the Director of Finance in that the latter has overall responsibility for all functions of the Finance Department and for developing, implementing, and interpreting public policy.

 Essential and Marginal Duties:
Duties may include, but are not limited to, the following:
  • Recommend goals and objectives; assist in the development of, and implement policies and procedures.
  • Coordinate and compile City operating and Capital Improvement Program budgets; compile data based on statistical studies of trend analysis; estimate revenue, expenditures and reserves; participate in the forecast of additional funds needed for staffing, equipment, materials, and supplies; receive, interpret, analyze and summarize budget requests.
  • Establish procedures for budget control, transfers and revisions; prepare budget preparation procedures, schedules, forms and instructions for management use in budget processes.
  • Prepare and coordinate grant applications; obtain and calculate information and data necessary to accurately and effectively apply.
  • Administer financial aspects of contracts and grant programs; prepare reports and claims for grant programs; maintain records and monitor regulations, requirements, and reporting procedures necessary for the continuation of monetary disbursements; initiate necessary correspondence and change orders.
  • Coordinate department operating budgets; provide information, analysis and financial policy consultation services for departments related to budget preparation activities and other fiscal issues.
  • Conduct audits of financial records and procedures; audit accounts, projects, procedures, grants, contracts, departmental budgets and balance sheet accounts; recommend corrective action as appropriate.
  • Maintain and control the adopted budget; review departmental and other assigned budgets; recommend mid-year adjustments and approaches to balancing budgets.
  • Coordinate assigned activities with other City departments, divisions and sections, and with other employees within the Finance Department.
  • Participate in budget hearings; advertise hearings; prepare materials, charts and graphics for budget hearings and workshops.
  • Participate in the establishment of computer budget file; consult with programmers to accomplish needed changes in systems and programs.
  • Prepare financial and budget related reports and analyses; perform special studies and analysis as required.
  • Performs related duties as assigned.

 Minimum Qualifications:

Knowledge of:
Principles and practices of municipal accounting and auditing.
Municipal budgeting procedures and techniques.
Laws regulating public finance and fiscal operations.
Techniques of statistical analysis.
Ability to:
Plan, organize and coordinate budget preparation and control activities.
Analyze and estimate future revenues and expenditures.
Develop effective budget preparation procedures, forms and schedules.
Read, understand, interpret and apply applicable regulations, procedures and policies.
Prepare clear and concise reports.
Perform complex statistical and financial analyses.
Prepare and administer detailed budgets.
Establish and maintain effective working relationships with those contacted in
the course of work.
Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Four years of increasingly responsible professional accounting, budgeting and auditing experience.
Equivalent to a Bachelor's degree from an accredited college or university with major course work in accounting, finance or a related field.
Possession of, or ability to obtain an appropriate, valid California drivers' license.

 Additional Information:
Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, and to operate a motor vehicle to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone.  Standing in and walking between work areas is frequently required.   Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment.  Positions in this classification frequently bend, stoop, kneel, and reach to perform assigned duties, as well as push and pull drawers open and closed to retrieve and file information.  Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds with the use of proper equipment.  
Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances.  Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
All City of Tracy employees are, by State and Federal law, Disaster Service Workers.  The roles and responsibilities for Disaster Service Workers are authorized by the California Emergency Services Act and are defined in the California Labor Code.  In the event of a declaration of emergency, any employee of the City may be assigned to perform activities which promote the protection of public health and safety or the preservation of lives and property.  Such assignments may require service at locations, times, and under conditions that are significantly different than the normal work assignments and may continue into the recovery phase of the emergency.  If a “Local Emergency” is declared during the employee’s shift, employees will be expected to remain at work to respond to the emergency needs of the community.  If a “Local Emergency” is declared outside of the employee’s shift, employees must make every effort to contact their direct supervisor or department head to obtain reporting instructions as Disaster Service Workers


333 Civic Center Plaza

Tracy, CA 95376