To perform independent analysis and review of budget and policy issues and develop options and recommendations to address these issues. Responsibilities include comprehensive review and analysis of proposed budgetary and legislative matters. Conducts financial, operational, and program audits and investigations to determine compliance with prevailing laws and regulations; identifies opportunities to strengthen internal controls. Responds to City Council requests for information and analysis of the City's budget and programs, conducts independent fiscal and policy research, studies, and reports on issues of importance to the City. Work must be solution-oriented and performed in a timely manner.
Fiscal Policy Analyst
The Fiscal Policy Analyst is a journey level classification in the professional Fiscal Policy Analyst classification series and is populated with multiple incumbents. The Fiscal Policy Analyst is distinguished from the Senior Fiscal Policy Analyst in that the latter performs analytical work with a very high degree of independence and responsibility.
Senior Fiscal Policy Analyst
The Senior Fiscal Policy Analyst is the advanced-journey level in this class series and is populated with multiple incumbents. Positions in this class are flexibly staffed and are normally filled by advancement from the lower-level class of Fiscal Policy Analyst. Appointment to the higher class requires that the employee be performing substantially the full range of duties for the class and meet the qualification standards for the class.
The Senior Fiscal Policy Analyst is distinguished from the Fiscal Policy Analyst in that the former performs analytical work with a very high degree of independence and responsibility and may supervise Fiscal Policy Analysts. The Senior Fiscal Policy Analyst is distinguished from the Principal Fiscal Policy Analyst in that the latter performs analytical work with a greater degree of complexity, independence and responsibility and provides direct supervision of lower-level Fiscal Policy Analysts.
Principal Fiscal Policy Analyst
The Principal Fiscal Policy Analyst is the supervisory level classification in the series and is populated with multiple incumbents. Positions in this class are flexibly staffed and are normally filled by advancement from the lower-level class of Senior Fiscal Policy Analyst. Appointment to the higher class requires that the employee be performing substantially the full range of duties for the class and meet the qualification standards for the class.
The Principal Fiscal Policy Analyst is distinguished from the Senior Fiscal Policy Analyst in that the former performs analytical work with increased complexity, independence and responsibility. Additionally, the Principal Fiscal Policy Analyst provides direct supervision of lower-level Fiscal Policy Analysts.
SUPERVISION RECEIVED AND EXERCISED
General supervision is provided by the Principal Fiscal Policy Analyst or higher-level management positions. Responsibilities may include direct or indirect supervision of a Fiscal Policy Analyst.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The following duties are typical for this classification. Incumbents may not perform all the listed duties and/or may be required to perform related duties as needed:
Conducts a comprehensive review and analysis of proposed budgetary items;
Researches and analyzes data and information relative to budgetary issues;
Conducts audits of City operations, programs and activities; evaluates actual versus projected outcomes; identifies areas of risk; recommends functional and operational changes needed to improve the economy, efficiency and effectiveness of City government services and programs;
Conducts audit planning, executes field work, and documents audit steps in working papers;
Develops comparative studies of other cities as they relate to municipal finance;
Reviews fiscal forecasts including review of past, current, and proposed revenues and expenditures;
Researches federal, state, and local programs to determine sources of funding and appropriate expenditure options;
Researches and analyzes the policy and fiscal effects of new or proposed legislation;
Participates in the construction of economic models and indexes;
Assists in the preparation of fiscal and economic project analysis;
Develops reports relating to budgetary and legislative policy concerns;
Performs supervisory work as needed;
Prepares and presents recommendations for review by higher-level management in connection with the analysis, studies, and reports described herein;
Drives automotive vehicle as necessary in order to conduct research and attend meetings;
Conducts fraud, waste, and abuse investigations;
Periodically attends and presents reports at evening City Council meetings;
Performs other or related duties as assigned.
Principles, practices, and techniques of public administration and public policy.
Principles and practices of organizational, financial, and policy analysis.
Principles, methods, and practices of municipal finance, budgeting, and accounting.
Principles, methods, and practices of long-range financial planning.
Operational characteristics, services and activities of audit and performance measurement programs.
Principles and practices of complex auditing and accounting functions and their application to municipal/governmental accounting systems, with emphasis on fiscal and operational aspects of such organizations.
Various professional accounting standards such as Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), and Generally Accepted Governmental Auditing Standards (GAGAS).
Advanced research and analytical methods, techniques, and procedures.
Technical report writing and presentation.
Basic supervisory skills.
Proficiency in Microsoft Excel and Word.
Applicable federal, state, and local laws, rules, and regulations.
Analyze a variety of complex administrative and organizational problems, and make sound, independent policy and procedural recommendations.
Effectively plan and organize complex budgetary and auditing projects; design, implement, and monitor internal audit programs, systems, and procedures.
Communicate clearly, verbally and in writing.
Establish and maintain effective working relationships with others at all staff levels.
Interpret laws, regulations, and policies.
Prepare comprehensive and accurate reports.
Demonstrate patience, poise, flexibility, tact, reliability, and dependability.
Work effectively with sensitive and confidential information.
Display good judgment.
Adjust to rapidly shifting priorities and timelines.
Learn quickly and show initiative.
Work effectively with multidisciplinary teams.
Effectively supervise lower level staff as needed.
EXPERIENCE AND EDUCATION
Four years of progressively responsible professional-level administrative and analytical experience , including three years journey-level experience in budget, strategic planning, policy analysis, auditing, program evaluation and/or financial analysis. Experience in a government agency is preferred.
Possession of a Bachelor's degree from an accredited college or university in public policy, public or business administration, economics, accounting, or a related field that includes a curriculum of economics, statistics, public finance, and policy analysis.
Eight years of progressively responsible professional-level administrative and analytical experience in a government agency, including three years journey-level experience in budget, strategic planning, policy analysis, auditing, program evaluation, and/or financial analysis. Experience in a government agency is preferred.
A Master's degree in one of the above fields may substitute for one year of required experience.
Possession of a valid California Class C Driver License at the time of appointment. Individuals who do not meet this requirement due to physical disability will be reviewed on a case-by-case basis.
Work overtime on short notice.
Work in a political environment.
Additional Salary Information: Salary dependent on experience
Internal Number: 021019-19
About City of Sacramento
The Office of the City Auditor provides independent, objective, and reliable information regarding the City of Sacramento's ability to meet its goals and objectives, and establish an adequate system of internal controls. In many cases, this involves verifying compliance with laws and regulations, assessing the efficiency and effectiveness of the City's operations, and identifying internal control weaknesses and failures. The City Auditor also prepares persuasive audit reports with recommendations to mitigate or eliminate the areas of concern.
The City Council appoints the City Auditor independent of other City Offices to promote and enhance honest, efficient, effective, transparent, and accountable City government. The City Auditor reports directly to City Council and has full responsibility for the direction and management of the Office of the City Auditor. The City Auditor works closely and interfaces with the City Council, Audit Committee, Charter Officers, Department Directors, and Division Managers.
The City Auditor conducts audits in accordance with Generally Accepted Government Auditing Standards (GAGAS) and provides the Mayor, City Council, and the public with objecti...ve, timely, and accurate information about the City government. Findings and recommendations are designed to save tax dollars, increase revenues, and improve the City's operations. In November 2018, City residents passed Measure K combining the duties of the City Auditor and Independent Budget Analyst and adding the City Auditor as a Charter Officer. The Research and Analysis Division of the Office of the City Auditor was created to carry out the duties of the former Independent Budget Analyst. The Senior Fiscal Policy Analyst would work in the Research and Analysis Division where they are expected to analyze data and information relative to budgetary issues, engage in fiscal forecasting and planning, analyze the City's past, current, and proposed revenues and expenditures, and prepare such other reports relating to budgetary and legislative policy concerns as directed by the City Council.