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Budget Analyst

Short Description

Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports for the purpose of maintaining expenditure controls.


Wages & Employment Trends

  1. Median wages (2006) $29.53 hourly, $61,430 annual
  2. Employment (2006) 62,000 employees
  3. Projected growth (2006-2016) Average (7% to 13%)
  4. Projected need (2006-2016) 19,000 additional employees



Budget Analyst, Budget and Policy Analyst, Chief Financial Officer (CFO), Cost Accountant, Staff Analyst, Accounting Supervisor.



  1. Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
  2. Direct the preparation of regular and special budget reports.
  3. Consult with managers to ensure that budget adjustments are made in accordance with program changes.
  4. Match appropriations for specific programs with appropriations for broader programs, including items for emergency funds.
  5. Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
  6. Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
  7. Seek new ways to improve efficiency and increase profits.
  8. Review operating budgets to analyze trends affecting budget needs.
  9. Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
  10. Perform cost-benefit analyses to compare operating programs, review financial requests, or explore alternative financing methods.


Tools & Technology

Tools used in this occupation:

  1. Desktop computers
  2. Laser printers
  3. Notebook computers
  4. Personal computers


Technology used in this occupation:

  1. Accounting software — Deltek Costpoint; Hyperion Enterprise; Sage Software Accpac ERP
  2. Data base user interface and query software — Microsoft Access; On line analytical processing OLAP software; Relational database software; Structured query language SQL
  3. Enterprise resource planning ERP software — Business performance management BPM software; Sage Software MAS 200 ERP; Sage Software MAS 90 ERP; SAP Business One
  4. Financial analysis software — Budget monitoring systems; Microsoft FRx; Oracle Corporate Performance Management CPM software; Satori Group proCube software
  5. Human resources software — Human resources management system software; Ultimate Software UltiPro Workforce Management
  6. Time accounting software — Payroll software; Time and attendance software; Valiant Vantage.



  1. English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  2. Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
  3. Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  4. Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  5. Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  6. Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  7. Personnel and Human Resources — Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.



  1. Management of Financial Resources — Determining how money will be spent to get the work done, and accounting for these expenditures.
  2. Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  3. Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
  4. Speaking — Talking to others to convey information effectively.
  5. Writing — Communicating effectively in writing as appropriate for the needs of the audience.
  6. Mathematics — Using mathematics to solve problems.
  7. Coordination — Adjusting actions in relation to others’ actions.
  8. Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
  9. Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making.
  10. Time Management — Managing one’s own time and the time of others.



  1. Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
  2. Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
  3. Written Comprehension — The ability to read and understand information and ideas presented in writing.
  4. Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.
  5. Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
  6. Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
  7. Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
  8. Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem.
  9. Speech Clarity — The ability to speak clearly so others can understand you.
  10. Speech Recognition — The ability to identify and understand the speech of another person.


Work Activities

  1. Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
  2. Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
  3. Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
  4. Monitoring and Controlling Resources — Monitoring and controlling resources and overseeing the spending of money.
  5. Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
  6. Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  7. Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.
  8. Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.
  9. Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.
  10. Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.


Work Context

  1. Face-to-Face Discussions — How often do you have to have face-to-face discussions with individuals or teams in this job?
  2. Telephone — How often do you have telephone conversations in this job?
  3. Electronic Mail — How often do you use electronic mail in this job?
  4. Indoors, Environmentally Controlled — How often does this job require working indoors in environmentally controlled conditions?
  5. Structured versus Unstructured Work — To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?
  6. Spend Time Sitting — How much does this job require sitting?
  7. Freedom to Make Decisions — How much decision making freedom, without supervision, does the job offer?
  8. Importance of Being Exact or Accurate — How important is being very exact or highly accurate in performing this job?
  9. Letters and Memos — How often does the job require written letters and memos?
  10. Contact With Others — How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?


Job Zone

Considerable Preparation Needed

  1. Overall Experience A minimum of two to four years of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
  2. Job Training Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
  3. Job Zone Examples Many of these occupations involve coordinating, supervising, managing, or training others. Examples include accountants, human resource managers, computer programmers, teachers, chemists, and police detectives.
  4. SVP Range (7.0 to < 8.0).



Most of these occupations require a four – year bachelor’s degree, but some do not.



  1. Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
  2. Enterprising — Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.


Work Styles

  1. Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.
  2. Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.
  3. Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.
  4. Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
  5. Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.
  6. Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
  7. Integrity — Job requires being honest and ethical.
  8. Persistence — Job requires persistence in the face of obstacles.
  9. Independence — Job requires developing one’s own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
  10. Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations.


Work Values

  1. Working Conditions — Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
  2. Achievement — Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.


Other Occupation Details:

  1. Controller/Treasurer
  2. Chief Executive
  3. Financial Examiner
  4. Financial Manager
  5. Purchasing Manager
  6. Accountant
  7. Auditor
  8. Tax Examiner
  9. Personal Finance Advisors
  10. Bookkeeper
  11. Financial Analyst
  12. Credit Analyst
  13. Supervisor
  14. Loan Officer
  15. Bill Account Controller
  16. Administrative Officer
  17. Purchasing
  18. Cost Estimator
  19. Tax Preparer
  20. Clerk – Junior Accountant
  21. Clerk – Statement
  22. Teller
  23. Cashier

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