Budget Examiner Job Description

Budget Examiner Job Description

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Budget examiner provides support for reviews, inquiries and audits by the Office of the State Auditor (OSA), Comptroller, Operational Services Division (OSD), VA and other federal and state oversight regulatory organizations.

Budget Examiner Duties & Responsibilities

To write an effective budget examiner job description, begin by listing detailed duties, responsibilities and expectations. We have included budget examiner job description templates that you can modify and use.

Sample responsibilities for this position include:

Contributing to the production of PIT revenue forecasts based on inherited economic variable forecasts, knowledge of collections trends, variation in business day timing, upcoming of tax law and administrative changes, and legislative proposals
Keep abreast of legislative issues, new audit regulations/trends, internal control policies and procedures and audit methodology
Initiating and monitoring the necessary information within the Division’s systems including IBS, SFS, and NYSTEP
Collaborate with a broad array of Division and State agency staff
Develop performance metrics and a reporting framework that will shape policy decisions and inform the general public
Recommendation of additional policies and approaches that will continue to drive efficiencies in State government
Work closely with examiners, and agency staff to determine appropriate funding mechanisms, transactional steps, and reporting methods
Draft and review legislation and analyze the impact of proposed legislation
Analyze the size, structure, pricing and cost-effectiveness of new bond issues
Participate in special projects related to public finance, and collaborate with a team to develop innovative solutions to emerging issues related to debt financing

Budget Examiner Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Budget Examiner

Typically a job would require a certain level of education.

Employers hiring for the budget examiner job most commonly would prefer for their future employee to have a relevant degree such as Master's and Bachelor's Degree in Economics, Finance, Public Administration, Accounting, Management, Business/Administration, Supervision, Financial Management, Education, Business

Skills for Budget Examiner

Desired skills for budget examiner include:

Tax Law
Division policies and systems
State Finance Law and other State and Federal laws as needed for an assignment
Emerging BI&A tools
Existing budget systems and the ability to utilize for project needs
Federal and local laws as needed for the assignment
General best practices
Methodology
State Finance Law and other State
Statewide Financial System

Desired experience for budget examiner includes:

Evaluation of State workforce policy issues and trends throughout the budget process
Development of State workforce guidelines on a variety of subjects
Examination of a variety of policies, including Budget Director’s Approval of certain appointments, reallocations/reclassifications, and overtime
Utilization and oversight of a variety of systems for analysis and decision-making (the annual PS-Recap, NYSTEP, BMS, BPS, FTE Tracking, Payroll Reporting, PAYSERV)
Perform related duties such as responding to inquiries regarding budget requests and reasons for budget recommendations
Producing revenue estimates, revenue estimating methodologies and monitoring tax receipts related to the State’s business taxes

Budget Examiner Examples

1

Budget Examiner Job Description

Job Description Example
Our growing company is looking for a budget examiner. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for budget examiner
  • Producing memos, papers and other research material for use by the Unit Chief, Front Office and Executive Staff
  • Working closely with staff in other Division of the Budget units and in other agencies such as the Department of Taxation and Finance
  • Assisting in the development of Executive Budget proposals
  • Providing production support for quarterly and annual Division publications
  • Providing policy advice and recommendations to the Director of the Budget and the First Deputy Budget Director on programmatic, fiscal, and administrative issues
  • Conducting research identifying economic and revenue trends that may have an impact on the State’s long-term fiscal condition
  • Directing the analysis of the effects of various taxes on the economic and business climate of the State and for use in developing the State Financial Plan
  • Directing staff in the analysis of the long-term implications of the State’s tax structure and formulating recommendations related to the Director’s policies
  • Meeting with Director of the Budget and the First Deputy Budget Director to assist in determining final Division recommendations related to the agency budgets under the unit’s purview
  • Determining the immediate and long-range effects of decisions made by Executive policymakers related to State and local taxes on the economy, taxpayer behavior, and the State’s fiscal condition
Qualifications for budget examiner
  • The ability to assist in the identification, formulation, and presentation of ideas, approaches and solutions necessary to support and advance budget recommendations and program operations
  • Good interpersonal skills and the ability to work effectively across DOB Units and with others, including State agency staff
  • The ability to prioritize and handle multiple competing assignments at a time
  • Directing the analysis of individual State taxes to determine revenue estimates that will be used in the State Financial Plan and the New York State Executive Budget
  • Communicating the Director’s policies to the agencies and to the legislative fiscal committee staffs during budget negotiations
  • Directing and reviewing the analysis of tax policy and legislation within the Economics/Revenue Unit’s purview, and making recommendations to Director of the Budget and the First Deputy Budget Director pertaining to the approval or veto of such legislation
2

Budget Examiner Job Description

Job Description Example
Our company is looking to fill the role of budget examiner. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for budget examiner
  • Directing and reviewing policy evaluation research for the purpose of forming recommendations related to tax and economic development programs
  • Carrying out special assignments as directed by the First Deputy Budget Director
  • Providing policy advice and recommendations to the Chief Budget Examiner on programmatic, fiscal, and administrative issues
  • Conducting research identifying revenue trends that may have an impact on the State’s long-term fiscal condition
  • Directing staff in the analysis of the long-term implications of the State’s tax structure and formulating recommendations for the Chief Budget Examiner related to Division policies
  • Working cooperatively with the Deputy Chief of Economic Studies, under the direction of the Chief Budget Examiner, to determine the immediate and long-range effects of decisions made by Executive policymakers related to State and local taxes on the economy, taxpayer behavior, and the State’s fiscal condition
  • Directing and reviewing the analysis of tax policy and legislation within the Economics/Revenue Unit’s purview, and making recommendations to the Chief Budget Examiner pertaining to the approval or veto of such legislation
  • Directing policy evaluation research related to tax and economic development programs, including the construction of models as required to perform such analysis
  • Carrying out special assignments as directed by the Chief Budget Examiner
  • Coordinating with the Division's Press Officer to provide public responses to revenue-related questions
Qualifications for budget examiner
  • Masters’ degree and four years of progressively responsible experience in fiscal policy and/or financial management in a major central budgeting office environment
  • Revenue forecasting, budgeting, and management experience
  • Candidates must demonstrate an ability to address changing priorities and provide expert fiscal policy advice and counsel in an ever-changing fiscal and political environment
  • Directing research on the economic and business climate of the State and for use in developing the State Financial Plan
  • Assisting the Chief Budget Examiner in determining final Division recommendations related to the STAR program and agency budgets under the unit’s purview
  • Working cooperatively with the Deputy Chief of Revenue, under the direction of the Chief Budget Examiner, to determine the immediate and long-range effects of decisions made by Executive policymakers related to State and local taxes on the economy, taxpayer behavior, and the State’s fiscal condition
3

Budget Examiner Job Description

Job Description Example
Our company is looking for a budget examiner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for budget examiner
  • Directing and reviewing the analysis of policy and legislation within the Economics/Revenue Unit’s purview, and making recommendations to the Chief Budget Examiner pertaining to the approval or veto of such legislation
  • Directing policy evaluation research related to tax and economic development programs, including the construction of econometric and computer simulation models as required to perform such analysis
  • Working cooperatively with the Assistant Chief of Revenue, under the direction of the Chief Budget Examiner, to determine the immediate and long-range effects of decisions made by Executive policymakers related to State and local taxes on the economy, taxpayer behavior, and the State’s fiscal condition
  • Working closely with DTF, DTA and Gaming Commission staff, the staff of other Budget Division units
  • Research and econometric modeling in support of the Unit’s U.S. and New York State macroeconomic forecast processes, other research initiatives
  • Developing and reviewing budget and program recommendations
  • Facilitating budget execution activities
  • Representing the Division in meetings with agency/authority fiscal and program staff
  • Tracking State revenues and disbursements against fiscal plans
  • Monitoring Authority fiscal operations and financial status
Qualifications for budget examiner
  • PhD in economics and six years of economic forecasting experience
  • Four years of progressively responsible experience in leading a team in a major budgeting or research organization
  • Master’s degree in economic forecasting
  • Applicants should be able to work independently and have strong quantitative, analytical, writing, research and interpersonal skills, experience with spreadsheets and databases
  • Providing periodic reports to management, and other functions as assigned
  • Analyze, develop and defend budget/policy recommendations and their implementation toward the continuation of innovative and strategic Medicaid program reforms
4

Budget Examiner Job Description

Job Description Example
Our growing company is looking to fill the role of budget examiner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for budget examiner
  • Regularly monitor and forecast enrollment, expenditures and service utilization of designated long-term care program areas within the Medicaid program
  • Evaluate and participate in the development of programmatic and policy solutions aimed at addressing long-term care and financing needs for vulnerable populations
  • Providing periodic reports to management
  • Assist in the analysis of the size, structure, pricing and cost effectiveness of new bond issues
  • Participating in the development and implementation of technology and communications projects
  • Working closely with staff in other Division of the Budget units and other agencies such as the Department of Taxation and Finance
  • Development, evaluation and fiscal review of fringe benefit proposals throughout the collective bargaining process, particularly in relation to employee / retiree health insurance and workers' compensation issues
  • Oversight and analysis of fiscal and policy issues related to the New York State Health Insurance Program
  • Monitoring and producing high-frequency data reports of receipts/disbursements from withholding, estimated payments, final returns, delinquent collections, and refund payments
  • Projecting Financial Plan cash flow variances and identifying risks to the Plan
Qualifications for budget examiner
  • Work adeptly with the Microsoft applications and DOB’s budgeting systems
  • Presentation of quantitative data analysis in a group setting through the use of tables and graphs
  • Analyzing programmatic implications of legislation and developing related cost estimates, including timing of the effects on the Financial Plan
  • Researching tax actions taken by other states and the Federal Government, and providing analysis of the ramifications on New York State taxpayers and revenues
  • Knowledge of local finance and State-local relations will be helpful
  • Overseeing analysis of the funding level and distribution of School Aid
5

Budget Examiner Job Description

Job Description Example
Our innovative and growing company is hiring for a budget examiner. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for budget examiner
  • Analysis of policy issues such as student performance, school construction, charter schools, local mandate relief and school district efficiency
  • Assisting in development, implementation and monitoring of education initiatives
  • Develop guidelines and serving as a resource to DOB line unit staff in the review of agency spending requests, investment and planning
  • Represent the Public Protection Unit Chief and/or the Director, as directed, regarding matters and certain events relating to disaster preparedness and response
  • Assist with the Federal Single Audit – tracking Prior-Year Finding Updates and Corrective Action Plans, serving as the liaison for external auditor and agencies involved in audit, and maintaining meetings as necessary
  • Design, build and improve tracking databases and high-level summary templates
  • Create, revise, and edit external policy documents and/or internal operational documents
  • Construct high-priority reports for upper-level management
  • Collect and analyze State Agency’s Internal Control Certifications
  • Coordinate the annual Internal Control Certification
Qualifications for budget examiner
  • Bachelor's or Master’s degree in Computer Science, Engineering, Management Information Systems, Economics, Finance, Math or Statistics or other related field
  • Strong organizational skills with ability to participate in cross-functional teamwork and deliver outcomes
  • Demonstrated advanced Excel Skills (VBA)
  • Analyze and summarize all State Agency’s submitted Internal Control Certifications
  • Solve database errors and malfunctions with limited time and resources
  • Able to work successfully under significant pressure, deliver thoughtful high-quality work products with minimal lead-time, and the capacity to quickly pivot to new assignments to accommodate changing priorities

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