This is the journey, working, or occupational level of the series. Positions at this level perform independent budget and program planning analysis. Incumbents are expected to perform a wide range of responsibilities within the budget division or office in program planning, management methods, and budget analysis.

Recommends changes in existing procedures to improve program budget management and application; assists in the development of procedures and instructions by agency divisions and program managers in presenting operating budget requests;

Reviews program allotment requests and position actions; recommends program approval, modifications, or disallowance based on established program plans, fiscal or policy considerations;

Monitors budget control procedures for compliance with established policies; ensures effectiveness through judicious budget application and management;

Analyzes proposed legislation which affects present and proposed programs; makes recommendations based on agency’s plans and fiscal policies;

Conducts complex planning and budget studies of ongoing and proposed programs and areas; recommends alternate courses of action to higher level budget officers and division managers; provides data and background to coordinate program and budget planning;

Prepares and presents complex caseload and/or expenditure forecasts for budget or other management purposes;

Coordinates the fiscal note process including responsibility for operation of the system, review of fiscal notes, and coordination with OFM staff;

Develops cost estimates and forecasts of programs;

Conducts analysis of proposed legislation which affects assigned and proposed programs and recommends specific modification of change of such legislation based on agency’s plans and fiscal policies; recommends or reviews proposed legislation to improve statutory basis for assigned programs; prepares and reviews fiscal notes;

Directs the review of program allotment requests and position actions and recommends approval, modification, or disapproval of allotment requests and positions based on established program plans and fiscal or policy considerations;

Establishes monitors and maintains agency procedures for capital budget planning. Coordinates activities connected with the development of a department capital improvement program, capital budget contracts, and public works projects;

Designs and writes contracts’ specifications, prepares contracts, facilitates procedures for obtaining necessary legalizing signatures, ascertains necessary bond and insurance requirements, and coordinates contract files;

Prepares detailed outlines and establishes procedures for the preparation of projected capital improvement programs and budget;

Maintains a computerized data processing program which will provide immediate analysis of the type of facilities, location, cost, and user requirements;

Coordinates capital improvement programs and public works projects with other state agencies and federal, county, and city officials;

Explains accounting and budgeting systems, procedures and processes

Positions may lead or supervise lower level staff.

There may be instances where individual positions must have additional licenses or certification. It is the employer’s responsibility to ensure the appropriate licenses/certifications are obtained for each position.

Persons legally authorized to work in the U.S. under federal law, including Deferred Action for Childhood Arrivals recipients, are eligible for employment unless prohibited by other state or federal law.

Positions typically require a Bachelor’s degree in business, public administration, accounting, economics, or statistics and four to five years of professional experience in budgets, management, or program analysis. A Master’s degree can substitute for some experience.

New class effective January 1, 2006; Budget Analyst 2 (replaces 3036 Budget Analyst II, 12370 Budget Program Specialist 2, 3024 Budget Program Specialist I).

Revised Legal Requirements; effective June 6, 2024, due to adopted legislative action.