Budget Analyst



Job Details

Budget Analyst

This listing closes on 7/8/2025 at 5:30 PM Pacific Time (US & Canada); Tijuana.

Employer

City of Lodi

Salary

$88,963.47 - $108,135.66 Annually

Location

Finance Department 310 W. Elm St. Lodi, CA

Job Type

Full Time

Job Number

1575.06.2025

Department

Internal Services

Opening Date

06/17/2025

Closing Date

7/8/2025 at 5:30 PM Pacific Time (US & Canada); Tijuana

Job Description

Salary:The City of Lodi is currently recruiting for a Budget Analyst.  The ideal candidate for this position should possess strong administrative and analytical experience in a public agency, including experience in budget preparation, development, or administration. 

Schedule:  9/80 work schedule with every other Friday off 

To be considered for this position, applicants must complete and submit an online application for employment with detailed information in each section of the application: Work Experience, Education, Certificates and Licenses, and Skills. No paper applications will be accepted.

The examination process will consist of a competitive evaluation of qualifications based on a review of the Application and the Supplemental Questionnaire; therefore, it is to your advantage to provide as much detailed and relevant work experience as possible, as a resume will not be accepted or reviewed in lieu of the application materials. Only the best qualified applicants will be invited to continue in the recruitment process.

Interviews tentatively scheduled for the week of July 21 - 24, 2025.
 
Job descriptions are intended to present a broad and general range of duties which includes, purpose, responsibilities, and scope of work. Job descriptions are not intended to reflect all duties performed within the job.

DEFINITION
Under the direction of the Budget Manager, performs professional level financial analysis related to City Budget functions in the development, implementation and administration of citywide financial duties; analysis and coordination of a variety of budget review and analyses; assists with coordination of activities of the Budget Division with other departments, divisions and/or agencies; performs other related duties.
 
SUPERVISION EXERCISED AND RECEIVED:
Receives general direction from higher level personnel.   May supervise assigned staff.

Examples of Duties

Duties may include, but are not limited to:

 

Plans, organizes and coordinates the development process of the City’s annual budget organization wide or in a major department and/assists with the development, production and administration of citywide operating and capital improvement budgets;

 

Reviews and analyzes City budget requests; evaluates needs and priorities; prepares and maintains mid-year and annual budget instructions and other documents; makes recommendations to the Budget Manager;

 

Participates in coordinating the City budget process, including presentation of the budget manual, development of schedules, worksheets and exhibits; monitors interdepartmental cost allocation and actual expenditures;

 

Monitors departmental revenues and expenditures to ensure compliance with City policies and procedures, state and federal requirements and related guidelines;


Plans and directs activities of multi faceted city-wide projects of limited duration; evaluates progress and resolves difficulties including those crossing departmental lines; provides project leadership and advice to others; provides technical direction and expertise related to project; manages and directs the work of project staff including vendors, subcontractors and City personnel;

 

Assists in the development of goals, objectives, policies and procedures; investigates, interprets, analyzes and prepares recommendations in relation to proposals for new programs, grants and/or services; analyzes, interprets and explains City policies and procedures; confers with members of the public to explain procedures and policies; 

 

Analyzes electronic purchase requisitions for accuracy and completeness; analyzes information bids; issues purchase orders utilizing computerized purchasing system; purchases requested goods and services utilizing various procurement methods including purchase orders and procurement card; obtains job proofs from vendors for inspection and approval as necessary;

 

Trains, assists, and responds to routine inquiries from staff regarding purchasing process and compliance with established policies and procedures for their purchases; responds to routine inquiries from vendors regarding the purchasing process;

 

Administers, manages, and trains employees on the use and reconciliation of City’s procurement card;

 

May perform or assist in treasury functions, including analysis of daily cash needs, ensuring availability of cash in the Cities various bank accounts; may include monitoring of investments; assist in the preparation of quarterly investments reports; 

 

Ensures compliance of department functions with pertinent laws, regulations and ordinances;

 

Answers questions and provides information to the public, outside agencies and City staff; investigates complaints and recommends corrective action to resolve complaints;

 

Reviews and recommends training for departmental personnel;

 

Performs other duties related to the operation of the department and the City including additional duties that enable the department and City to meet the diverse needs of its community.  

Typical Qualifications

Knowledge of:

Principles, practices and techniques of public administration, budget development and administration;  

 

Public administration principles and practices;

 

Principles and practices of budget development, work planning and organization; technical report writing procedures and grant proposal development;

 

Financial/statistical/comparative analysis techniques;

 

Principles, methods, and procedures used in the purchase of materials, supplies and equipment including informal bidding procedures;

 

Pertinent federal, state, and local codes, laws, and regulations including those applicable to informal bidding procedures and purchasing operations;

 

Principles and practices of supervision; 

 

Statistical methods and methods of graphic presentation;

 

Modern office procedures, methods and computer equipment including software applications such as word processing, spreadsheets, and databases.

 

Ability to:

Perform a full range of responsible and varied professional, analytical duties in providing responsible staff support as it relates to City-wide programs, projects and budget;

 

Plan, initiate and complete work assignments with a minimum of direction; analyze administrative problems, evaluating alternatives, and make creative recommendations; assume control of a project and make sound recommendations; properly interpret and make decisions in accordance with laws, regulations and policies; prepare and write complete and accurate reports; 

 

Communicate clearly and concisely, both orally and in writing;

 

Work with and control sensitive, confidential information;

 

Use and operate a personal computer, software and peripheral equipment;

 

Estimate and project revenues and expenditures;


Identify and respond to public and City Council issues and concerns;

 

Establish and maintain cooperative and effective relationships with those contacted during the course of work.

 

EXPERIENCE AND TRAINING GUIDELINES

Combination of education and experience that would likely produce the qualifying knowledge and ability.  A typical combination is:

 

Education:

Bachelor’s degree from an accredited college or university with major coursework in business or public administration, economics, finance or a closely related field.

 

Experience:

Two years of increasingly responsible administrative and analytical experience in a public agency, including experience in budget preparation, development, or administration.

 

Physical Demands

Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter and retrieve data using a computer keyboard, typewriter keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Positions in this classification occasionally lift and carry reports and records that typically weigh less than 20 pounds.

 

Environmental Elements

Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances.   Employees may work in the field and occasionally be exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, mechanical and/or electrical hazards, and hazardous physical substances and fumes.  Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.


Physical Conditions:
Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter and retrieve data using a computer keyboard, typewriter keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Positions in this classification occasionally lift and carry reports and records that typically weigh less than 20 pounds.

 

WORKING CONDITIONS

May be required to work on evenings, weekends and holidays, on occasion.

 

*FLSA Status: EXEMPT

Supplemental Information

Interested applicants must submit an online application at www.lodi.gov.  No paper applications will be accepted.  For technical difficulties with your online application, please call the Neogov helpline at 855-524-5627.

Telephone: 209-333-6704.  Persons with hearing impairment, please call the California Relay Service 7-1-1.

Selection Process: Only the best qualified applicants will be invited to continue in the recruitment process.

EVALUATION OF QUALIFICATIONS: Application materials and resumes will be screened to determine if applicants are considered to be among the most qualified as outlined on the job announcement. Only applicants who are among the most qualified will be invited to participate in the testing process. Resumes may not be substituted for a completed application.

EQUAL OPPORTUNITY EMPLOYER - The City of Lodi is an equal opportunity employer and is committed to a policy of fair employment practices regardless of race, color, ancestry, national origin, religion, sex or sexual orientation, marital status, age, mental or physical disability or perceived disability, medical condition, pregnancy, political affiliation or belief, or other unlawful discrimination.

AMERICANS WITH DISABILITY ACT - In compliance with the Americans with Disabilities Act and Section 504 of the Rehabilitation Act, the City of Lodi provides reasonable accommodation for qualified individuals with disabilities. Individuals with disabilities requiring accommodations must contact the Human Resources Division upon application submittal to confirm the request.

CRIMINAL BACKGROUND INFORMATION - City of Lodi is authorized and required by the state of California to access Local, State, and/or Federal criminal history as part of the testing process. This process can be completed by initial fingerprinting and/or a full Background investigation pursuant to Penal Code §11105(b)(10), §11105.3, §13300(b)(10); Education Code §10911.5; Public Resources Code §5164) and in compliance with the City of Lodi's Fingerprinting Policy and Procedure. As a future employee or volunteer, you are required to be fingerprinted and processed through the Department of Justice and cleared before you can start. All information obtained will be kept in strict confidentiality.

HIRING PROCEDURE - Applicants must possess the minimum qualifications by the final filing date. Eligible lists are established upon successful completion of the selection process. The candidates must be successful in each part of the testing. To fill each vacancy the hiring department will request names to be certified from the eligible list and will make a selection from this certification list.

CONDITIONAL JOB OFFERS - Conditional job offers are subject to successful completion of a medical drug screen and/or physical. Candidates should not quit or give notice to their current employer until final notification has been awarded by the Human Resources Division.

MEDICAL-DRUG SCREENING – All positions may be subject to a physical or drug screen issued by a qualified medical physician assigned by the Human Resources Division. Under the requirements of the Drug Free Workplace Act of 1988, the City of Lodi has been designated as a drug-free workplace.

APPOINTMENT - At the time of appointment all candidates will be required to execute an oath of allegiance and complete Form I-9 - Employment Eligibility Verification in compliance with the Immigration and Naturalization Act. United States citizenship is not required. All new appointees are required to successfully complete a probationary period of twelve months.

EMPLOYMENT BENEFITS

SALARY - The starting salary is the first rate shown on the job announcement. Advancement to the higher steps of the salary range is based upon merit in accordance with the Salary Ordinance and Rules for Personnel Administration. Eligibility for the first merit increase is effective after 12 months and for additional merit increases after one year intervals until the employee has reached the maximum step.

HOLIDAY, VACATION, SICK, AND ADMINISTRATIVE LEAVE - Holiday - An average of 13 paid holidays per year. Vacation - 2 weeks paid vacation annually, increasing with length of service depending upon the appropriate labor agreement. Sick Leave - 10 days per year depending upon the appropriate labor agreement. Administrative Leave - Management/Mid-Management positions receive 80 hours per calendar year, and specified professional/technical positions receive 40 hours per fiscal year (Pro-Rated).

HEALTH INSURANCE - Medical, Dental and Vision plans are available for employee and dependents. A portion of the premiums may be the employee's responsibility.

LIFE INSURANCE AND LONG TERM DISABILITY - The City pays the full premium for employee and dependent life insurance, and offers a long-term disability plan that provides up to approximately 2/3 of an employee's salary.

RETIREMENT AND DEFERRED COMPENSATION - The City of Lodi is a member of the Public Employees' Retirement System (P.E.R.S.). Lodi is not a member of the Social Security System except for the required medical contribution. Employees may participate in a 457 Deferred Compensation program.

FLEXIBLE SPENDING ACCOUNT - Employees may participate in a Section 125 Flexible Spending Account.

IMPORTANT NOTE: This bulletin does not constitute an expressed or implied contract. Any provisions or job duties contained in this bulletin may include modifications pending labor agreements and/or council approval.

BARGAINING UNIT: Lodi City Mid-Management Association

NOTE: Employee Benefits stated herein are subject to change through the collective bargaining process and are not guaranteed.

ADMINISTRATIVE LEAVE:
10 Days/year

VACATION:
0-5 years = 10 days/year.
6 years & over = 15 Days/year

SICK LEAVE:
12 days/year

HOLIDAYS:
13 ½ holidays per year.

HEALTH BENEFITS:
All employees are offered medical insurance for themselves and dependent(s) through CalPERS Medical Plans. Effective January 1, 2023, City shall pay a monthly maximum towards medical premiums as follows:

                    $771.35           per month for Employee Only
                    $1,542.71        per month for Employee +1
                    $2,005.52        per month for Family.

If employee selects a higher cost plan, employee will pay the difference as a payroll deduction.

If an employee elects not to be covered by medical insurance through the City of Lodi, an additional:
                    $692.81           per month for family
                    $532.92           for employee + 1 dependent
                    $305.22           for single
will be added to either the employee's deferred compensation account or cash. In order to qualify for this provision, proof of group insurance must be provided to the City.

The City shall pay the full cost for the employee and their dependents dental premium for the term of this agreement. The City agrees to provide a vision care plan, equivalent to the VSP Plan B, with a $25.00 deductible for the employee and dependents; the entire premium to be paid by City.

DEFERRED COMPENSATION:
A deferred compensation plan is available at the employee's option. The City matches up to 3% of the employee's base salary, subject to Federal Tax laws.

EDUCATION ALLOWANCE:
Tuition Reimbursement up to $3000 per fiscal year as per City policy.

LIFE INSURANCE:
Employees are provided with term life insurance. In general, the benefits will be effective as soon as administratively possible to 2 times the annual salary to a maximum of $250,000.

LONG TERM DISABILITY:
After a 60 day waiting period, coverage is 66 2/3% of salary, employer covers 100% of premium.

RETIREMENT:
New employees into the CalPERS retirement system are enrolled in the 2%@62, three-year average retirement formula. Employees hired after January 1, 2013 with less than a six-month break in CalPERS (or reciprocal agencies) are enrolled in the 2%@55, three-year retirement formula.

Employees contribute seven percent (7%) towards the employee portion of their CalPERS retirement costs and three percent (3%) of the employer portion. If additional information is needed regarding CalPERS retirement plans/costs, please contact Human Resources.

01
I understand that in order for my application to receive every consideration in the selection process, I must complete all of the application (education, experience, etc.) along with the following Supplemental Questions and provide concise but detailed answers. I understand these responses must match the information I provide in the Work Experience and Education sections of my application. When answering narrative descriptions of my experience, I understand that I must include the name of the employer, dates of employment, and the name and phone number of my supervisor.

Do not refer to a resume or other documentation in lieu of completing the employment history section or responding to the supplemental questions; they will not be reviewed or considered.

 I certify that all the information provided on my application and this Supplemental Questionnaire is true to the best of my knowledge.
  • I have read and understand the above instructions
02
Do you possess a Bachelor's degree from an accredited four year college or university with major coursework in business or public administration, economics, finance or a closely related field?
  • Yes
  • No
03
How many years of full-time experience do you have in budget preparation, or related field?
  • No experience
  • Less than two years of experience
  • Two to four years of experience
  • More than four years of experience
04
Do you posses governmental budget experience?
  • Yes
  • No
05
Please describe in detail your experience in budget analysis, budget development and implementation. If no experience, enter N/A.
06
Describe your experience monitoring departmental revenues and expenditures to ensure compliance with policies and procedures, state and federal requirements and related guidelines. If no experience, enter N/A.
07
Describe your experience monitoring purchasing programs such as reviewing, issuing and analyzing purchase orders, purchase cards, Requests for Proposals, contracts, and the relevant policies and procedures. If no experience, enter N/A.

* Required Question

Employer
City of Lodi
Phone
(209) 333-6704
Website
http://www.lodi.gov
Address
City Hall
221 West Pine Street, 2nd Floor
Lodi, California, 95240

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