City of Morro Bay
Job Category
Work Schedule
Job Open until Filled
Job Description
Please see full job flyer at: Senior Budget Analyst 
Salary Range (effective 7/1/2023) is $90,903 - $110,493 annually, with an excellent benefits package including:

Retirement: CalPERS pension retirement with City contribution.  The City does not participate in Social Security, so no 6.2% deduction from your check.
Time Off:  Vacation (depending on service years), 72 hours of paid administrative leave annually, 13 paid holidays, and 96 hours of sick leave annually. 
Health Insurance:  Fully paid CalPERS Health Insurance for employee only, small cost of $220 monthly pretax for family.  Fully paid dental, vision, and life insurance for employee, small cost of $12 monthly pretax for family.  Fully paid Employee Assistance Program.
Deferred Compensation:  City contributes up to $1,500 per year on a 2:1 basis.

Under direction of the Administrative Services Director/Assistant City Manager and the City Manager, assists in the annual budget development process and administers complex departmental or program budgets, conducts organizational and operational analysis, initiates and carries out program and project management, and planning activities. Conducts surveys, studies, and analyses on a variety of complex City related issues; evaluates existing and proposed systems, procedures, and organizational structures. Analyzes statistical data and makes recommendations on changes in policy, procedures, staffing, and organization. Organizes and presents results to superiors, appropriate City Boards and Commissions, and City Council; and implements approved policy or procedure changes. May be assigned to organize, facilitate, and liaise with Citizens’ Financial Advisory Committee (CFAC) including but not limited to managing agenda preparation, facilitating ad-hoc committees and coordinating other aspects of CFAC meetings and workplans. May supervise office support or other assigned staff; and performs related work assigned.

1. Prepares a wide variety of financial and statistical reports, including year-end reporting, budgeting reports, and preparing other legal documents and management analysis.
2. Coordinates, prepares, and performs complex and sometimes multi-departmental analytic work in areas such as budget review and development, financial administration and reporting, revenue collection and allocation, purchasing, contract administration, information technology, public information, and program evaluation.
3. Analyzes data gathered, develops information, and considers available solutions or alternate methods of proceeding; prepares recommendations for implementation of new systems or procedures.
4. Participates in the compilation and preparation of the annual budget, including assisting other departments with budget preparation, providing personnel cost projections and estimated grant revenues and expenditures, monitoring expenditures to ensure compliance with adopted budget, and assisting with publication of the budget.
5. Interprets and prepares data for studies, reports, and recommendations; coordinates activities with other departments and agencies as needed.
6. Analyzes and reviews financial data to develop forecasts, trends, and recommendations.
7. Assures that assigned programs perform within budget; performs cost control activities; monitors revenues and expenditures to assure sound fiscal control; assists in the annual budget development process.
8. Review and updates City policies, practices, and procedures to stay current with applicable laws.
9. Prepares, submits and presents (as needed) City Manager and City Council agenda reports, resolutions, ordinances, and correspondence regarding assigned activities.
10. Makes written and oral presentations and acts as departmental representative to the City Council, advisory boards, other public entities, and the general public. This includes the development of graphical representations of data, processes and
recommendations as well as other presentation materials.
11. Performs analysis required to determine the resources necessary for meeting current and future public service needs, including personnel, equipment, facilities, and funding.
12. Supports other functions within Administration Department including the City Manager’ Office, City Clerk, Risk Management, and Human Resources.
13. Administers and monitors contracts.
14. Determines feasibility of participation in grant programs; develops, submits, and monitors assigned grant applications.
15. Develops notices, flyers, brochures, newsletters, media releases, news articles and other informational materials about programs and services.
16. May supervise clerical and/or technical staff.
17. Performs related duties as required.

Knowledge of:
Principles, practices, and procedures of public and business administration as applied to a municipality; budget principles, techniques, and procedures for grant applications; research methodologies and statistical analyses; laws, regulations and ordinances affecting the city’s operations; modern records management techniques; office procedures and the use of office automation; automated accounting and information systems, including the use of spreadsheet software; general computer applications used in business, such as spreadsheet, database, word processing software. Knowledge of generally accepted accounting practices applicable to local government is desirable, but not required.

Ability to:
Prepare bid packages and administer contracts of various types; evaluate and make recommendations of feasibility studies from statistical and narrative data; prepare accurate and sound analysis; develop and present comprehensive reports; communicate clearly and concisely both orally and in writing; effectively deal with organized groups; establish and maintain cooperative relationships with those contacted during the course of work.

Education and Experience:
Graduation from a four-year college or university with major coursework in business, public
administration, accounting, economics, or a field related to the work, possession of a graduate
degree is desirable; AND
Two years of professional-level project management, fiscal reporting, accounting, budgetary and
related organizational analysis experience, preferably in a municipal government setting; OR
An equivalent combination of education and experience.
Valid and appropriate California Driver’s License.

The incumbent must meet the physical requirements of the job class and have mobility, balance, coordination, vision, hearing and dexterity levels appropriate to the duties to be performed. Employee must be able to lift, carry, push, and pull materials and objects weighing up to 25 pounds. Reasonable accommodation(s) for an individual with a qualified disability will be considered on a case-by-case basis.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

APPLICATION DEADLINE: Open until filled, with the first review on June 16, 2023


Formal application, rating of education and experience, oral interview and reference check; job related accounting and/or Excel tests may be required.

DOJ Livescan Fingerprinting

The duties listed above are intended only as illustrations of the various types of work that may be performed.  The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.

The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

The City of Morro Bay is an Equal Employment Opportunity employer.