budget analyst by 5H35v3

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									                                                 BUDGET ANALYST
                                                COMPETENCY PROFILE


Description of Work:
The Budget Analyst provides leadership, oversight, and support in the execution of the budget to agency head and/or
division management. Analysts examine budgets and expenditures for compliance with applicable state budget rules,
legislative intent as well as federal and state laws. Positions provide consultation, technical assistance and coordination
in the preparation and execution of the continuation, operating and expansion budgets which may utilize multiple funding
sources. Analysts complete or evaluate methodologies used in the preparation of budget or program spending forecasts
and provide technical assistance to improve the accuracy of projections. Analysts evaluate program, policy and rule
changes to determine their fiscal and program impact and to assure compliance with federal and state requirements.
Analysts are responsible for the coordination and evaluation of legislatively required reports to ensure that they meet
statutory and legislative requirements. Analysts may review and approve contract recommendations to assure that
contracts are consistent with state, federal and agency guidelines. Analysts identify risk and adverse issues generated in
budget and program activities and present appropriate issues and recommend solutions to management. Professional
technical knowledge and analytical skills are utilized to assure that agency program goals and outcomes are effectively
supported.

                                    ROLE DESCRIPTIONS BY COMPETENCY LEVEL

            Contributing                               Journey                                   Advanced

 Analyst assists in the review of      Analyst reviews program budgets and       Analyst has key responsibility for the
 program budgets and expenditures.     expenditures and approves budget          most complex budget or program issues.
 They regularly monitor the budget     revisions for accuracy and program        Analyst regularly serves as the lead in
 throughout the year and conduct       efficiency. Staff regularly monitor       the design and coordination of advanced
 analysis on discrepancies between     budgets throughout the year and           level agency-wide projects. Analyst
 estimated and real spending,          conduct analyses of spending patterns     reviews and interprets proposed rule
 adherence to budgetary rules and      to identify potential strengths and       changes for fiscal impact and legislative
 regulations and accuracy in           weaknesses. Positions independently       reports for submission to the General
 accounting and calculation. They      troubleshoot errors and inconsistencies   Assembly. Analyst possesses superior
 demonstrate knowledge of review       within the budget and provide             analytical and problem solving skills and
 and submission of budget revisions    recommendations to management for         demonstrates the ability to apply these

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                                                  BUDGET ANALYST
                                                 COMPETENCY PROFILE

and are familiar with or can learn to   program improvements. Analyst               attributes in the execution of solutions.
use the budget systems. Position        reviews and assists in developing           Analyst has extensive knowledge of the
conducts analysis of ongoing            methodologies used in the preparation       North Carolina budget and administrative
spending patterns for program           of spending forecasts or budget             structures and the ability to evaluate the
budgets and identifies potential        projections and provides technical          best methods for accomplishing agency
areas of concern. Position assists      assistance. Analysts at this level are      goals. Analyst has acquired and
in the provision of technical           highly knowledgeable of all current and     demonstrated expertise in all diverse
assistance and guidance to agency       applicable state budget rules, federal      areas of the Budget Analyst role.
staff relative to state budget rules    and state laws. Journey level analysts
and laws.                               review and interpret laws for legislative
                                        intent and are able to both determine
                                        and communicate their impact.
                                        Analysts identify risk and adverse
                                        issues generated in budget and
                                        program activities and present
                                        appropriate issues and recommend
                                        solutions. Analyst may review and
                                        approve contracts. They serve as
                                        liaison to the Office of State Budget
                                        Management

Note: Competency statements are progressive and not all competencies apply to every position/employee. Evaluate only
those that apply. For positions with some supervision consider the highest level of professional work performed.




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                                      BUDGET ANALYST
                                     COMPETENCY PROFILE



            Competency                                            Definition
Analytical Thinking          Ability to retrieve, organize and interpret data, assess situations, and provide
                             recommendations

Communication                Ability to present information to individuals or groups; ability to deliver
                             presentations suited to the characteristics and needs of the audience. Ability to
                             convey information clearly and concisely to groups or individuals either verbally or
                             in writing to ensure that they understand the information and the message. Ability
                             to listen and respond appropriately to others

Consulting/Advising          Ability to provide advice and counsel. Ability to understand client programs,
                             organization and culture.

Client/Customer Service      Ability to develop and maintain strong relationships with clients or customers by
                             listening to the client/customer and understanding and responding to identified
                             needs

Decision Making              Knowledge of and ability to use effective approaches for choosing a course of
                             action or developing appropriate solutions and/or reaching conclusions. Ability to
                             take action consistent with available facts, constraints, and anticipated outcomes

Negotiation                  Ability to confer with others to reach resolution. Ability to explore alternatives and
                             positions to reach outcomes that gain the support and acceptance of all parties

Organizational Sensitivity   Ability to understand the organization’s mission, the function of the specific work
                             unit and how it interrelates with other work units to serve the customer/client.
                             Ability to understand the impact and implications of decisions on the community
                             and other departments.


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                                                     BUDGET ANALYST
                                                    COMPETENCY PROFILE

Problem Solving                             Ability to identify problems, determine possible solutions, and actively work to
                                            resolve the issues

Professional Knowledge                      Possession of a designated level of professional skill and/or knowledge in specific
                                            area(s) and to keep current with developments and trends in area(s) of expertise,
                                            usually acquired through post-secondary education


Analytical Thinking - Ability to retrieve, organize and interpret data, assess situations, and provide recommendations.

             Contributing                                    Journey                                   Advanced
Identifies, understands and determines       Analyzes issues and problems and           Identifies the impact of events or
the significance of issues, causes,          proposes solutions which are               decisions on stakeholders/customers.
problems, and opportunities.                 consistent with the agency’s priorities    Weighs and prioritizes the costs,
                                             and financial resources.
Utilizes available resources to correctly                                               benefits, risks or chances for success.
determine the issues and problems.           Uses tools to identify meaningful
                                                                                        Identifies parameters, limitations, or
                                             patterns or relationships and draws
Implements standard course(s) of                                                        boundaries that impact programs.
                                             conclusions about the meaning of the
action to resolve issues within
                                             data.                                      Measures outcome of problem
established timeframes and                                                              resolution and takes further action as
administrative and technical                 Asks clarifying questions and probes       needed.
requirements.                                for relevant information.
Involves supervisor as necessary when        Identifies cause and effect of problems;
dealing with issues to determine the         looks at underlying problems for
most appropriate course of action            solution.
                                             Collects, relates, associates or
                                             compares data to identify
                                             options/alternatives.
                                             Approaches a complex task or problem
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                                                   BUDGET ANALYST
                                                  COMPETENCY PROFILE

                                           by breaking it down into its component
                                           parts and considers each part in detail.

Communication
Ability to present information to individuals or groups; ability to deliver presentations suited to the characteristics and
needs of the audience. Ability to convey information clearly and concisely to groups or individuals either verbally or in
writing to ensure that they understand the information and the message. Ability to listen and respond appropriately to
others
             Contributing                                  Journey                                       Advanced
States information in a clear and       Clarifies the purpose and importance of the Structures information in keeping with
concise manner, in both written and     information.                                 listener’s experience, background,
oral form.                              Explains the information in understandable and expectations. Uses terms,
                                                                                     examples, and analogies that are
Communicates the information to         terms for non-technical staff.
                                                                                     meaningful to the listener.
the appropriate staff in a timely       Ensures that major points follow a logical
manner.                                                                              Uses an effective and approachable
                                        sequence.
                                                                                     style that engages others and builds
Uses correct grammar, punctuation,
                                        Seeks input, listens and checks for mutual credibility.
and spelling.                           understanding; asks for clarification as
                                                                                     Provides rationale when delivering
Listens for content and                 needed.
                                                                                     complex or challenging information.
understanding.                          Presents information considering the
                                                                                     Selects most appropriate medium
                                        impact of the information on procedures,
                                        policies, organizational objectives, and the when conveying information and
                                                                                     reinforcing message.
                                        agency.
                                        Advises and consults with others to ensure Assesses and weighs the impact of
                                                                                     the information on the agency
                                        accuracy and appropriateness of
                                                                                     including legal/regulatory implications.
                                        communications.




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                                                 BUDGET ANALYST
                                                COMPETENCY PROFILE



Consulting/Advising – Ability to provide advice and counsel. Ability to understand client programs, organization and
culture.

             Contributing                                 Journey                                 Advanced
Listens to customers to identify needs    Determines customer expectations.         Regularly provides expertise and
or problems.                                                                        counsel to internal/external customers
                                          Determines who should be involved in
                                                                                    (e.g. Divisions, department
Conveys customer needs to others          project or solution.
                                                                                    management, others.)
involved.                                 Works together with customer to
                                                                                    Interprets and synthesizes data based
Offers suggestions to resolve problems    discuss alternative solutions.
                                                                                    on broad understanding of
or issues.                                Works with customer to resolve issues     organizational impact and professional
Presents appropriate issues to internal   by applying expert knowledge.             expertise.
management                                Conducts research as needed to assist     Understands relationships and
                                          customer in problem resolution.           dynamics of program areas as they
                                          Identifies and uses relevant tools to     impact service delivery or project.
                                          collect and analyze data.                 Projects or forecasts trends or
                                          Shares results of research or expertise   outcomes from review of data,
                                          to gain agreement on next steps.          knowledge of field and organizational
                                                                                    systems impact.
                                          Builds support for planned outcome.
                                                                                    Advises senior level management on
                                          Provides guidance to customer during      an on-going basis to develop long-
                                          implementation of program, project or     range strategic goals and alternatives
                                          service.
                                          Conducts evaluation of program,
                                          project or service to determine if
                                          customer needs were met.


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                                                  BUDGET ANALYST
                                                 COMPETENCY PROFILE


Client/Customer Service - Ability to develop and maintain strong relationships with clients or customers by listening to
the client/customer and understanding and responding to identified needs.

Contributing                              Journey                                   Advanced
Can identify both internal and external   Anticipates, identifies and understands   Identifies trends that impact service
customers.                                customer’s service needs.                 delivery to groups or individual
                                                                                    customers.
Responds to customer needs within         Identifies options, develops solutions
established parameters.                   and takes action when responding to       Develops plans to improve service
                                          customer needs.                           delivery based on customer feedback.
Accessible to the customer and
provides prompt, attentive service.       Keeps customers informed of progress      Looks for ways to remove barriers to
                                          and remains accessible when               optimize service delivery.
Listens carefully and checks for
                                          balancing multiple priorities.
understanding of customer needs.                                                    Proactively seeks to determine
                                          Assesses or checks with customer to       customer needs.
Demonstrates courteous actions and
                                          ensure solution meets needs.
follows the organization’s established                                              Identify ways to streamline
protocol for customer service.            Develops relationships/partnerships       processes/procedures and link
                                          with internal/external customers.         resources for efficient and effective
                                                                                    customer service.
                                                                                    Develops creative solutions to respond
                                                                                    to service needs.




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                                                  BUDGET ANALYST
                                                 COMPETENCY PROFILE




Decision Making
Knowledge of and ability to use effective approaches for choosing a course of action or developing appropriate solutions
and/or reaching conclusions. Ability to take action consistent with available facts, constraints, and anticipated outcomes

             Contributing                                Journey                                  Advanced
Makes determinations by following         Recognize issues, problems or              Makes independent decisions without
specific guidelines, standard operating   opportunities and determines what          supervisory input, by interpreting and
procedures, laws, rules, and/or           action is needed.                          incorporating federal/state laws and
regulations.                                                                         regulations and APA rules that impact
                                          Gathers available information and
                                                                                     programs/activities, local government,
Consults supervisor as necessary prior    selects option best suited to situation.
                                                                                     or the public.
to making determinations or               Makes determinations by interpreting
conclusions.                                                                         Recommends changes to
                                          and/or incorporating federal/state
                                                                                     federal/state laws and regulations and
Commits to action and implements          laws and regulations and APA rules
                                                                                     APA rules that impact
decisions within agreed/reasonable        that impact programs/activities, local
                                                                                     programs/activities, local government,
time.                                     government, or the public.
                                                                                     or the public.
                                          Consults with management if
                                                                                     Evaluates past decisions to prevent
                                          decisions have organizational and/or
                                                                                     reoccurrence of problems.
                                          public impact.
                                                                                     Interprets trends and uses data to
                                          Considers impact on productivity and
                                                                                     improve decisions
                                          service delivery.
                                          Considers short and long term impact
                                          of decisions.



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                                                  BUDGET ANALYST
                                                 COMPETENCY PROFILE

Negotiation
Ability to confer with others to reach resolution. Ability to explore alternatives and positions to reach outcomes that gain
the support and acceptance of all parties.

             Contributing                                 Journey                                 Advanced
Clarifies the current situation, shares   Works to keep the discussion focused Challenges participants to reach
information openly, and identifies        on key issues.                       consensus.
issues and concerns of appropriate        Handles differing points of view in a     Builds support for negotiated solution.
parties.                                  positive way.                             Responds to objections by
Identifies points of                      Examines relevant viewpoints and          emphasizing value of preferred
agreement/disagreement and                explores alternative approaches.          alternative; exposes problems of
considers the needs and viewpoints of     Reviews pros and cons.                    undesirable alternatives.
appropriate parties
                                          Considers all parties needs, concerns     Provides follow-up to involved parties
                                          and initial positions.                    to ensure solution meets needs
                                          Evaluates options or solutions openly,
                                          fairly and engages in mutual problem
                                          solving.
                                          Facilitates agreement through a give
                                          and take process that considers each
                                          party’s needs.




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7/28/2012                                                                                                Budget Analyst 3.doc
                                                  BUDGET ANALYST
                                                 COMPETENCY PROFILE

Organizational Sensitivity
Ability to understand the organization’s mission, the function of the specific work unit and how it interrelates with other
work units to serve the customer/client. Ability to understand the impact and implications of decisions on the community
and other departments

             Contributing                                Journey                                  Advanced
Understands duties and purpose of         Understands the primary                  Considers the impact of
his/her position.                         duties/purpose of the work unit and      recommendations, outcomes, and
                                          how the unit contributes to              organizational changes on the public.
Recognizes how work units interrelate.
                                          accomplishing the goals of the           Communicates goals, mission and
Understands how primary                   organization.                            priorities of the organization when
duties/purpose of the position
                                          Understands how individual decisions     interacting with organizational
contributes to accomplishing the goals
                                          impact the achievement of the            stakeholders.
of the work unit.
                                          organization’s goals.                    Identifies various customers’
Recognizes the customer and
                                          Considers how one’s actions affect       changing needs and adapts
understands his/her role in meeting
                                          the public view of the organization.     organizational service delivery system
their needs
                                                                                   accordingly.
                                          Considers how one’s interactions with
                                          customers reflect the organization’s
                                          goals.

Problem Solving
Ability to identify problems, determine possible solutions, and actively work to resolve the issues

             Contributing                                Journey                                  Advanced
 Identifies and acknowledges basic        Identifies problems that require in-     Anticipates and proactively pursues
 components of delivery systems.          depth analysis.                          issues or problems.
 Seeks resolution to problems.            Gathers and analyzes/interprets          Recognizes inherent problems and
                                          information to better understand         issues caused by ineffective and/or
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                                                  BUDGET ANALYST
                                                 COMPETENCY PROFILE

 Implements standard course(s) of          problems.                               overlooked policies, procedures,
 action to resolve a problem within                                                rules, regulations, and laws.
                                           Creates relevant options for solving
 established timeframes and                problems.                               Detects trends, associations, and
 administrative and technical                                                      cause-effect relationships.
 requirements.                             Chooses appropriate action by
                                           considering implications and            Includes key policy makers and other
 Involves supervisor as necessary          consequences.                           stakeholders in the decision-making
 when dealing with issues to                                                       process to ensure buy-in and
 determine most appropriate course of      Seeks input from stakeholders (e.g.,
                                                                                   understanding of issues, problems,
 action.                                   subordinates, peers, management,
                                                                                   and resolutions.
                                           customers.)
                                                                                   Measures outcome of problem
                                           Checks outcome of problem
                                                                                   resolution and takes further action as
                                           resolution.
                                                                                   needed.

Professional Knowledge
Possession of a designated level of professional skill and/or knowledge in specific area(s) and to keep current with
developments and trends in area(s) of expertise, usually acquired through post-secondary education

             Contributing                                Journey                                Advanced
 Performs a limited variety of recurring   Applies and interprets professional     Applies and interprets technical
 and related tasks/functions using         knowledge to complete tasks.            /professional/ regulatory knowledge to
 steps/processes/applications that are                                             resolve unique or highly complex
                                           Performs a variety of tasks/functions
 readily understood.                                                               situations.
                                           that involves related or varying
 Provides assistance to others by          processes.                              Performs a large number of widely
 troubleshooting simple technical                                                  varying and functionally diverse
                                           Analyzes and determines various
 problems.                                                                         assignments that requires in-depth
                                           courses of actions and appropriate
                                                                                   analysis and problem solving.
 Takes requests from others to solve       services.
 problems of limited complexity.                                                   Develops work concepts, policies,
                                           Solves a variety of problems that
 Maintains required educational level      require the examination of data and     and procedures using broad
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                                                 BUDGET ANALYST
                                                COMPETENCY PROFILE

 and experience criteria.                processes to determine the best          guidelines, methods, and procedures.
                                         course(s) of action.                     Serves as a “technical expert”;
                                                                                  guides, directs and coaches others
                                                                                  regarding application and
                                                                                  interpretation of complex issues.
                                                                                  Has a thorough and extensive
                                                                                  understanding of programs, concepts,
                                                                                  and practices within assigned
                                                                                  division(s) as well as a general
                                                                                  understanding of other departmental
                                                                                  programs.


Recommended Minimum Training Guideline: Graduation from a four year college or university in the fields of public
administration, business administration, accounting, or a related programmatic field; or an equivalent combination of
education and experience.


Special Note: This is a generalized representation of positions in this class and is not intended to identify essential work
functions per ADA. Examples of competencies are primarily those of the majority of positions in this class, but may not be
applicable to all positions




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