Job Details
Budget Analyst
2025-10-06 City of Lewisville (TX) Lewisville,TX
Description:
Position Qualifications
Education: Bachelor's degree in business, public administration, Finance, Accounting, or related field required. Master's degree in public administration preferred.
Experience: Two (2) years of progressively responsible financial, administrative and/or management experience required. Experience analyzing or writing queries, electronic report writing, small application development or business/process analysis and improvement preferred.
Any combination of related education, experience, certifications, and licenses that will result in a candidate successfully performing the essential functions of the job is an acceptable substitute for the above specified education and experience requirements.
Licenses and Certifications: None.
Conditions of Employment: Must submit to and pass a pre-employment drug test.
REQUIRED KNOWLEDGE, SKILLS & ABILITIES
Knowledge of: Local government budgeting/financial principles and practices; local government operations and processes; research and analysis methods; business writing principles; SQL Server Management Studio (or other SQL database management tool) and SQL Server Reporting Services (or other reporting tools) preferred.
Skilled in: Applying analytical reasoning; gathering and analyzing data; drawing conclusions; presenting data and other information in a clear and logical manner; learning various departmental processes in efforts to improve efficiency; using Microsoft Office Suite; working knowledge of applications administration; preparing budget documents and analyses; working with large electronic documents; assessing cost efficiency and effectiveness of municipal operations; conducting benchmark surveys; conducting best practice research; applying independent judgment, personal discretion and resourcefulness in interpreting and applying guidelines; reading, interpreting, applying, and explaining rules, regulations, policies, and procedures; preparing clear and concise reports; gathering and analyzing information and making recommendations based on findings and in support of organizational goals; accepting responsibility for his/her actions; performing work accurately and thoroughly; following instructions, safety practices, and standard operating procedures in performing assigned tasks; communicating effectively, clearly, and concisely both orally and in writing; being punctual and attending work regularly; and working effectively with people regardless of their race, sex, color, religion, national origin, age, disability, gender identity or expression, sexual orientation, veteran' s status, genetics, or job type.
Physical Demands and Working Conditions:
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 or calculator and to operate standard office equipment; vision to read printed materials and a computer screen; hearing and speech to communicate in person and over the telephone. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds.
Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
The City of Lewisville has reviewed this job description to ensure that essential functions and basic duties have been included. The above statements are intended to describe the general nature and level of work being performed and are not intended to be an exhaustive list of all functions, responsibilities, skills, and abilities, which may be required. Additional functions and requirements may be assigned by supervisors as deemed appropriate. The position also requires meeting the essential requirements of the Physical Demands and Working Conditions, with or without reasonable accommodation.
Levels of positions within a class series are distinguished by the level of responsibility assumed, the complexity of duties assigned, the independence of action taken, the nature of the public contact made, and the impact and span of tasks performed.
This job description is not an employment agreement or contract. The City of Lewisville has the exclusive right to alter this job description at any time without notice.
Work Hours
Monday - Thursday 7:30am to 5:30pm; Friday 7:30am to 11:30am.
Experience job stability and attractive benefits by pursuing a full-time career in municipal government with the City of Lewisville.
Salary : $64,956.00 - $92,513.00 Annually
Location : Lewisville, TX
Job Type: Full-Time
Job Number: FY2425-00181
Department: City Manager's Office
Opening Date: 09/30/2025
Closing Date: 10/10/2025 5:30 PM Central
FLSA: Exempt
Position Summary
Performs professional budgeting, research, and management analysis such as providing annual budget support and research and analysis related to financial objectives. Work requires limited supervision and the use of independent judgment and discretion. Provides guidance to city staff related to budget preparation and management.
Distinguishing Characteristics: First-level class of series. Under general supervision, performs professional duties such as preparing recurring reports and analyzing, interpreting, and summarizing data. Employees at this level initially work under close supervision while performing duties and learning the procedures related to the assigned area of responsibility.
Essential Functions
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.
- Participates in preparing the City's annual budget and related supporting documentation including benchmarking tax base data; preparing and conducting city-wide budget entry training for employees; preparing budget agendas; preparing budget presentations; reviewing departmental budget submissions; participating in departmental and executive team budget reviews; participating in City Council budget work sessions and meetings; preparing and distributing final budget documents; responding to budget inquiries; and reviewing budgets monthly.
- Monitors the Capital Improvement Project (CIP) Funding including monitoring expenditure levels; moving, adding, or removing funding for projects; creating, modifying, and closing capital projects; meeting with directors; updating CIP report every other month; and creating list of transfers out to CIP accounts annually.
- Responds to miscellaneous budget inquiries including researching expenditure trends in departmental budgets as needed; investigating sources of funding and locations of available budget; and meeting with staff to discuss findings.
- Performs on-going budget analysis activities including researching and analyzing operational, fiscal, and other data for applicable processes; conducting interviews and operational observations; developing reports and making recommendations based on findings.
- Performs analysis such as cost effectiveness studies; benchmarking; cost of service studies; and monitors media mentions and trends.
- Monitors personnel expenditures throughout the year including analyzing trends, calculating salary savings; monitoring overtime, on-call pay, and certification/assignment pay trends; and assisting the Finance Department with grant reconciliations.
- Reviews and approves budget amendments from departments requesting to add or remove funding from operational accounts within their respective budgets.
- Creates, manages, and updates budget dashboard and standard operating procedures on a regular basis.
- Develops the annual adopted budget document in accordance with GFOA Distinguished Budget Presentation Award requirements.
- Creates and oversees the City Manager's Office, City Secretary's, and Non-Departmental annual budgets.
- Performs other duties as assigned.
Position Qualifications
Education: Bachelor's degree in business, public administration, Finance, Accounting, or related field required. Master's degree in public administration preferred.
Experience: Two (2) years of progressively responsible financial, administrative and/or management experience required. Experience analyzing or writing queries, electronic report writing, small application development or business/process analysis and improvement preferred.
Any combination of related education, experience, certifications, and licenses that will result in a candidate successfully performing the essential functions of the job is an acceptable substitute for the above specified education and experience requirements.
Licenses and Certifications: None.
Conditions of Employment: Must submit to and pass a pre-employment drug test.
REQUIRED KNOWLEDGE, SKILLS & ABILITIES
Knowledge of: Local government budgeting/financial principles and practices; local government operations and processes; research and analysis methods; business writing principles; SQL Server Management Studio (or other SQL database management tool) and SQL Server Reporting Services (or other reporting tools) preferred.
Skilled in: Applying analytical reasoning; gathering and analyzing data; drawing conclusions; presenting data and other information in a clear and logical manner; learning various departmental processes in efforts to improve efficiency; using Microsoft Office Suite; working knowledge of applications administration; preparing budget documents and analyses; working with large electronic documents; assessing cost efficiency and effectiveness of municipal operations; conducting benchmark surveys; conducting best practice research; applying independent judgment, personal discretion and resourcefulness in interpreting and applying guidelines; reading, interpreting, applying, and explaining rules, regulations, policies, and procedures; preparing clear and concise reports; gathering and analyzing information and making recommendations based on findings and in support of organizational goals; accepting responsibility for his/her actions; performing work accurately and thoroughly; following instructions, safety practices, and standard operating procedures in performing assigned tasks; communicating effectively, clearly, and concisely both orally and in writing; being punctual and attending work regularly; and working effectively with people regardless of their race, sex, color, religion, national origin, age, disability, gender identity or expression, sexual orientation, veteran' s status, genetics, or job type.
Physical Demands and Working Conditions:
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 or calculator and to operate standard office equipment; vision to read printed materials and a computer screen; hearing and speech to communicate in person and over the telephone. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds.
Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
The City of Lewisville has reviewed this job description to ensure that essential functions and basic duties have been included. The above statements are intended to describe the general nature and level of work being performed and are not intended to be an exhaustive list of all functions, responsibilities, skills, and abilities, which may be required. Additional functions and requirements may be assigned by supervisors as deemed appropriate. The position also requires meeting the essential requirements of the Physical Demands and Working Conditions, with or without reasonable accommodation.
Levels of positions within a class series are distinguished by the level of responsibility assumed, the complexity of duties assigned, the independence of action taken, the nature of the public contact made, and the impact and span of tasks performed.
This job description is not an employment agreement or contract. The City of Lewisville has the exclusive right to alter this job description at any time without notice.
Work Hours
Monday - Thursday 7:30am to 5:30pm; Friday 7:30am to 11:30am.
Experience job stability and attractive benefits by pursuing a full-time career in municipal government with the City of Lewisville.
- TMRS - Employees are required to contribute 7% of their salary, the City will match 2:1
- 457(b) Deferred Compensation Plan - if employees contribute a minimum of 4%, the City will contribute 3.76% to a 401(a) Plan in the employee's name (vested after 5 years of service)
- Medical Coverage (includes Prescription Drugs) - 2 medical plans through CIGNA, including an HSA
- Dental Coverage through CIGNA
- Vision Coverage through Superior Vision
- Employee Assistance Program
- Flexible Spending Accounts (Medical and Dependent Care FSA's)
- Pre-tax Premium Deductions
- Life Insurance equal to four times annual salary
- Accidental Death and Dismemberment Insurance equal to three times annual salary
- Voluntary Dependent Life Insurance
- Long-Term Disability Insurance
- Voluntary Accident, Hospital, and Critical Illness Coverage
- 10 days of vacation per year for years 1-4, 15 days of vacation per year for years 5-9, and 20 days of vacation per year for 10+ years of service.
- 15 sick days per year
- 11 paid holidays per year
- 8 Hours of Paid Volunteer Time Off per year through our VTO Program
- 15 days paid military leave per year
- Extended military pay if called to active duty
- Workers' Compensation
- Near-site Wellness Center
- Wellness Incentive Program
- Employee membership discount to Thrive, LELLA, and Lake Park
- Employee recognition programs and events throughout the year