CLACKAMAS COUNTY

CLASSIFICATION NO. 075
Established:9/14
FLSA: Non-Exempt
EEO: 5

BUDGET COORDINATOR

CLASS CHARACTERISTICS

Under direction, to perform journey-level and technical budget duties; to comply with State of Oregon Local Budget Law; to coordinate and participate in preparing the County- wide and agencies’ budgets, monitoring fiscal operations, analyzing financial data and developing budgetary resources; to track budget information, analyze data to identify discrepancies or trends, forecast costs or calculate costs for budget purposes; to analyze, compile and write standard budget-related reports; and to do other work as assigned.

DISTINGUISHING CHARACTERISTICS

The Department of Finance serves the public and internal customers by providing timely and accurate fiscal and debt information, evaluating financial alternatives and coordinating among departments to meet the County’s public service goals. The Budget Office is responsible for coordinating the budget process throughout the year with revenue and expenditure monitoring and budget changes. The Budget Office also produces the County cost allocation and indirect cost plans.

The Budget Coordinator performs journey-level budget work in preparing complex and technical analysis in support of the County-wide budget. Work may be focused on a specific aspect of budget preparation, such as position control or cost allocation. Work is subject to review by the Budget Manager. There is limited responsibility to recommend action or advise management on budget operations.

The Budget Coordinator is distinguished from the Budget Manager who oversees all aspects of the Budget unit. It is also distinguished from the Accounting Specialist series which performs a variety of specialized paraprofessional accounting work in support of the preparation, review, processing and maintenance of financial records within the accounting function.

TYPICAL TASKS

Duties may include but are not limited to the following:

  1. Calculates cost allocation for internal services and indirect cost rates in compliance with federal regulations, particularly OMB Circular A-87 contained in CFR 225 as updated; applies cost accounting theory and methodology as appropriate; works with internal services departments to organize, assemble and maintain required documentation; provides assistance and advice to departments paying allocated costs regarding regulations, cost derivation methods and cost drivers.
  2. Provides advice and assistance for debt management; works with bond counsel and contractors for preparing documentation; tracks flow of expenditures for bonds; prepares debt-related reports.
  3. Calculates and maintains listing/control of County full-time equivalent (FTE) positions; enters costs for COLA, insurance, salary, etc. by incumbent or position into County-wide budget software; ensures position information is accurate and up to date.
  4. Maintains the salary and benefits forecasting database for personnel projection costs.
  5. Provides technical assistance to departments regarding the County fiscal and budget policies and procedures and budget management software application during the annual budget process; reviews department budget estimates and verifies for correctness, accuracy, and completeness.
  6. Assists in the preparation of the County Budget manual, proposed budget book, line-item book and executive summary book.
  7. Responds to government surveys, questionnaires and other requests for information, including County Assessment Function Funding Assistance (CAFFA) grant application and LB form required by Oregon Department of Revenue.
  8. Coordinates and compiles budget items for Supplemental Budget requests, prepares forms to ensure the County’s compliance with State budget laws related to appropriations, revenues, notices and publications.
  9. Monitors and reviews payroll and fringe benefits accounts for accuracy as budget is consumed during the fiscal year.

REQUIRED KNOWLEDGE AND SKILLS

Thorough knowledge of: Principles, practices, methods and terminology related to governmental budgeting; Cost Principles 2 CFR225, Cost Principles for State Local, and Indian Tribal Governments (a-87); federal, state and local statutes, specialized knowledge of payroll and human resources information and processing systems, Generally Accepted Accounting Principles (GAAP) and governmental fund accounting.

Working knowledge of: County personnel and benefits rules, policies and procedures; techniques used to locate errors in budget records; governmental budgeting policies, procedures and operations; computerized finance systems and how they aid in compiling, maintaining and using financial information; general office practices and procedures; application and use of standard office equipment; general laws and rules regulating and influencing County fiscal operations; data processing as it relates to accounting records and applications.

Skill to: Use accounting software and financial reporting systems; generate and reconcile budgetary reports, statements, projections and schedules; interpret and apply budget and fiscal-related laws, ordinances, rules, regulations, policies and procedures; prepare and maintain accurate reports, spreadsheets and budget records; apply and adapt established budget principles and procedures to a variety of County fiscal applications; analyze data from various sources, draw logical conclusions, and make appropriate recommendations; communicate clearly and concisely, both orally and in writing; establish and maintain effective working relationships with co-workers, managers, customers, and the general public.

OTHER REQUIREMENTS

Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment.

MINIMUM RECRUITING STANDARDS

Any satisfactory combination of experience and training that demonstrates possession of the required knowledge and skills.