Texas Department of State Health Services · 2 hours ago
Budget Analyst IV
Austin, TX
Full-time
Hybrid
Senior Level
$6,562/mo - $6,914/moThe Texas Department of State Health Services is dedicated to public health and is seeking a Budget Analyst IV to perform advanced budget preparation and financial analysis. The role involves examining operating budgets, ensuring appropriate funding allocation, and preparing financial reports while providing technical advice on budgetary matters.
Health Care
Responsibilities
Prepares and coordinates the development of the annual operating budget process preparing projections and building budget need by department level, appropriation and account code. Establishes methodologies to create program projections by department and ensures funding sources are allocated and budgeted appropriately by Object of Expense and Method of Finance. Oversees and communicates with program budget analysts to ensure funding sources are budgeted correctly according to the General Appropriation Act (GAA). Uses Microsoft Excel & Access to setup operating budget & prepare for load into CAPPS. Assists program budget analysts with task profile setup in the CAPPS HCM system for the operating budget and for daily operations. Monitors, reviews, and analyzes expenditure patterns ensuring allocations are maintained properly within budget and funds are used appropriately according to legislative intent. Coordinates with management and program budget analysts to determine the potential need for reallocation, realignment, or budget adjustments for programmatic requirements. Uses CAPPS Financials to run queries for data extractions to compile financial reports for program and management review using Excel, Word or Access documents. Researches and identifies unusual financial activity and informs management, explaining the cause of the issue and recommending solutions. Compiles financial data using program projections and CAPPS financials for internal and external non-routine Ad Hoc reports. Tracks capital requests, approval & expenditures, and ensures the capital funding follows the rules within the GAA
Analyzes and certifies fund availability for procurement requests within the CAPPS financial system. Ensures the correct chart field and coding elements are provided to program for requisitions and encumbrances for the divisional budget and verifies the appropriate use of funding is maintained. Analyzes funding patterns, creates, and finalizes budget transfer to align funding as needed. Utilizes CAPPS Financials and the Comptroller USAS system to research funding need by running trial balances and/or accounting details
Analyzes expenditure trends in monthly financial reports using data from CAPPS financials and communicates findings to program. Recommends solutions on deficits and provides guidance on spending trends and other budgetary matters. Prepares assignments for program staff and coordinates the gathering of information received. Reviews data, and prepares standardized and Ad Hoc reports requested by management, department staff, the Legislative Budget Board, the Governor’s Office of Budget & Planning, the State Comptroller, the State Auditor’s Office & the Health and Human Services Commission. Trains budget and program staff on reporting functions to include financial policies & procedures along with various Microsoft Software
Oversees the preparation & development of the legislative appropriations request (LAR), the external Governor’s Legislative Operating Budget (GLOB), and the Monthly Financial Report (MFR). Compiles draft appropriation requests using Access and Word to data dump financial information and produce mock LAR and GLOB reports. Assembles data into five-year budgetary schedules by Strategy Requests, Sub-strategy Requests, Exceptional Item Requests, Federal Funds Supporting Schedules, & Revenue Collections Supporting Schedules. Coordinates with program making necessary revisions for accuracy & conformance with the LBB produced instructions. Enters financial information into the LBB system, Automated Budget and Evaluation System of Texas (ABEST). Oversees and maintains supporting documentation used to build all LAR and GLOB schedules for reference throughout the year for LBB inquiries
Analyzes cost estimates and fiscal notes for proposed legislation using past expenditures to project potential costs/revenues of implementation. Measures the impact of existing & proposed state & federal legislation on DSHS programs. May maintain the Access Database that contains current and past legislative session estimates and fiscal note information, used for management analysis. Provides technical assistance to program staff on preparing cost estimates and fiscal notes. Responds to budgetary inquiries from the legislature, Governor’s Office, state and federal agencies, & the Legislative Budget Board in a short timeframe. Prepares and ensures the accuracy of all the Agency’s performance measures
Performs other financial duties as assigned. Participates as financial representative on various agency wide workgroups to develop and establish financial policies and procedures. Works with other agencies to include the Health and Human Services Agency on improving and standardizing procedures. Performs research to find financial software that could enhance business practices. Assists Unit Manager and Team Lead by reviewing financial reports and analysis prepared by Program Budget Analysts
Qualification
Required
Performs advanced budget preparation and financial analysis work
Examines, reviews and analyzes operating budgets and methods of finance
Compiles statistics and ensures funding has been allocated appropriately
Recommends solutions on funding related issues to management
Finalizes budget adjustments as necessary
Prepares internal and external reports to include the Monthly Financial Report (MFR), Operating Budget and Legislative Appropriations Request (LAR)
Coordinates and analyzes data received from the program to ensure legislative mandates are met
Provides technical advice to departments staff on budgetary matters
Reviews requisitions and expenditures
Uses a variety of software applications to include CAPPS, HRMS, Access, Excel, ABEST, USAS and Word to perform job functions
Works under direction of the Unit Manager with extensive latitude for the use of initiative and independent judgement
Creates and recommends new policies and procedures for a more efficient workflow
Prepares and coordinates the development of the annual operating budget process preparing projections and building budget need by department level, appropriation and account code
Establishes methodologies to create program projections by department and ensures funding sources are allocated and budgeted appropriately by Object of Expense and Method of Finance
Oversees and communicates with program budget analysts to ensure funding sources are budgeted correctly according to the General Appropriation Act (GAA)
Uses Microsoft Excel & Access to setup operating budget & prepare for load into CAPPS
Assists program budget analysts with task profile setup in the CAPPS HCM system for the operating budget and for daily operations
Monitors, reviews, and analyzes expenditure patterns ensuring allocations are maintained properly within budget and funds are used appropriately according to legislative intent
Coordinates with management and program budget analysts to determine the potential need for reallocation, realignment, or budget adjustments for programmatic requirements
Uses CAPPS Financials to run queries for data extractions to compile financial reports for program and management review using Excel, Word or Access documents
Researches and identifies unusual financial activity and informs management, explaining the cause of the issue and recommending solutions
Compiles financial data using program projections and CAPPS financials for internal and external non-routine Ad Hoc reports
Tracks capital requests, approval & expenditures, and ensures the capital funding follows the rules within the GAA
Analyzes and certifies fund availability for procurement requests within the CAPPS financial system
Ensures the correct chart field and coding elements are provided to program for requisitions and encumbrances for the divisional budget and verifies the appropriate use of funding is maintained
Analyzes funding patterns, creates, and finalizes budget transfer to align funding as needed
Utilizes CAPPS Financials and the Comptroller USAS system to research funding need by running trial balances and/or accounting details
Analyzes expenditure trends in monthly financial reports using data from CAPPS financials and communicates findings to program
Recommends solutions on deficits and provides guidance on spending trends and other budgetary matters
Prepares assignments for program staff and coordinates the gathering of information received
Reviews data, and prepares standardized and Ad Hoc reports requested by management, department staff, the Legislative Budget Board, the Governor's Office of Budget & Planning, the State Comptroller, the State Auditor's Office & the Health and Human Services Commission
Trains budget and program staff on reporting functions to include financial policies & procedures along with various Microsoft Software
Oversees the preparation & development of the legislative appropriations request (LAR), the external Governor's Legislative Operating Budget (GLOB), and the Monthly Financial Report (MFR)
Compiles draft appropriation requests using Access and Word to data dump financial information and produce mock LAR and GLOB reports
Assembles data into five-year budgetary schedules by Strategy Requests, Sub-strategy Requests, Exceptional Item Requests, Federal Funds Supporting Schedules, & Revenue Collections Supporting Schedules
Coordinates with program making necessary revisions for accuracy & conformance with the LBB produced instructions
Enters financial information into the LBB system, Automated Budget and Evaluation System of Texas (ABEST)
Oversees and maintains supporting documentation used to build all LAR and GLOB schedules for reference throughout the year for LBB inquiries
Analyzes cost estimates and fiscal notes for proposed legislation using past expenditures to project potential costs/revenues of implementation
Measures the impact of existing & proposed state & federal legislation on DSHS programs
May maintain the Access Database that contains current and past legislative session estimates and fiscal note information, used for management analysis
Provides technical assistance to program staff on preparing cost estimates and fiscal notes
Responds to budgetary inquiries from the legislature, Governor's Office, state and federal agencies, & the Legislative Budget Board in a short timeframe
Prepares and ensures the accuracy of all the Agency's performance measures
Performs other financial duties as assigned
Participates as financial representative on various agency wide workgroups to develop and establish financial policies and procedures
Works with other agencies to include the Health and Human Services Agency on improving and standardizing procedures
Performs research to find financial software that could enhance business practices
Assists Unit Manager and Team Lead by reviewing financial reports and analysis prepared by Program Budget Analysts
Knowledge of state accounting and budgetary procedures
Knowledge of legal restrictions governing the allocation of funds
Skills in computer software including, but not limited to Excel, Access, CAPPS, HRMS, USAS, ABEST and other governmental financial or human resources applications
Skills in CAPPS queries, Access, and budget journals
Skill in preparing legislative appropriations requests
Skill in preparing, monitoring and analyzing operating budgets
Ability to work well with supervisor, staff, and the public
Ability to prioritize assignments and meet work deadlines
Ability to work independently with limited supervision
Ability to communicate effectively verbally and in writing
Ability to establish and maintain effective working relationships with employees, other agencies, and the public
Ability to follow oral and written instructions
Ability to prepare clear, concise and accurate financial reports and schedules
Ability to train others
Ability to prepare, monitor, analyze and report on performance measurement
Ability to assess, interpret, and communicate financial data
Ability to prepare financial information and produce briefing documents
Experience with State of Texas and federal accounting, budgeting and financial practices developing and analyzing financial reports
Benefits
Insurance coverage and other benefits available through the State of Texas Group Benefits Plan administered by the Employee Retirement System of Texas (ERS)
Company
Texas Department of State Health Services
Texas Department of State Health Services focuses on public health to promote and protect the health of Texans & their communities.
Founded in 2015
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carolyn Barrett
Senior Advisor to DSHS CFO
Christy Havel Burton
Chief Financial Officer
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