Class Code:  00720

 

IOWA DEPARTMENT OF ADMINISTRATIVE SERVICES –

HUMAN RESOURCES ENTERPRISE

 

FISCAL & POLICY ANALYST

 

DEFINITION

Performs journey level work in the application of the methods, procedures, principles, theories, and techniques used in financial analysis, planning, and program evaluation management analysis, and budgeting; performs related work as required.

 

The Work Examples and Competencies listed are for illustrative purposes only and not intended to be the primary basis for position classification decisions.

 

WORK EXAMPLES

Provides financial analysis, program evaluation and management analysis relating to budget formulation, program operations, control of appropriations, statewide accounting and payroll operations, and development of the statewide comprehensive annual financial report.

Conducts planning, budget and management studies to recommend alternative courses of action based upon reports, grant requests, budget requests and conferences with effected state or local officials.

Advises and assists assigned department(s) local entities to ensure adherence to executive policies and legislative intent.

Reviews and evaluates requests for operating and capital program funds or allotment requests to recommend approval, modification, or disallowance of the agency’s or local entities request.

Analyzes proposed legislation and policy revisions or prepares revenue estimates, statistical reports, and fiscal notes to assess impact and effect; recommends support modification or withdrawal based upon the Governor's adopted program plans and financial policies.

Conducts and/or participates in studies and surveys of departmental methods and procedures; prepares comprehensive reports of such activity including recommendations for indicated action.

Participates in legislative hearings to explain general or specific aspects of budget and legislative proposals and assure that the Governor’s policies are made known to concerned parties.

Communicates with department or local entity heads and fiscal officers to gather current information about the organization's activities and problems.

 

COMPETENCIES REQUIRED

Knowledge of contemporary principles, techniques and methods of management analysis, administration, financial analysis, and program evaluation.

Knowledge of State or local budget and accounting policies and procedures.

Knowledge of the operating programs, functions and objectives of the departments(s) or local entities for which services are rendered.

Knowledge of electronic data processing applications related to the state's financial reporting systems.

Knowledge of the State legislative system particularly as it applies to the budgetary process.

Ability to interact with department representatives, legislators, local government representatives, the public, and other office staff.

Ability to read, understand and interpret the Code of Iowa, legislative bills and actions.

Ability to prepare, evaluate and explain diverse financial data.

Ability to read, understand and interpret the Code of Iowa legislative bills and actions.

Ability to prepare, evaluate and explain diverse financial data.

Displays high standards of ethical conduct.  Exhibits honesty and integrity.  Refrains from theft-related, dishonest or unethical behavior.

Works and communicates with internal and external clients and customers to meet their needs in a polite, courteous, and cooperative manner.  Committed to quality service.

Displays a high level of initiative, effort and commitment towards completing assignments efficiently.  Works with minimal supervision.  Demonstrates responsible behavior and attention to detail.

Responds appropriately to supervision.  Follows policy and cooperates with supervisors.

Aligns behavior with the needs, priorities and goals of the organization.

Encourages and facilitates cooperation, pride, trust, and group identity.  Fosters commitment and team spirit.

Expresses information to individuals or groups effectively, taking into account the audience and nature of the information.  Listens to others and responds appropriately.

 

EDUCATION, EXPERIENCE, AND SPECIAL REQUIREMENTS

Experience equal to six years of full-time professional level budget analysis, financial management, accounting, or management analysis work;

OR

an equivalent combination of education and experience, substituting thirty semester hours of accredited post high school education for each year of the required experience to a maximum substitution of four years;

OR

substitution of a master’s degree or higher in Business Administration, Public Administration, Law, Economics, Finance or Accounting for the required experience;

OR

an equivalent combination of education and experience, substituting thirty semester hours of accredited graduate education in Business Administration, Public Administration, Law, Economics, Finance or Accounting for each year of the required experience.

 

SELECTIVE CERTIFICATION

For designated positions, the appointing authority, with Iowa Department of Administrative Services – Human Resources Enterprise prior approval, may request those applicants possessing a minimum of twelve semester hours of education, six months of experience, or a combination of both, or a specific certificate, license, or endorsement in the following areas:

 

002       accounting

018       auditing

058       budgeting

061       business administration

391       management

534       public administration

 

Applicants wishing to be considered for such designated positions must list applicable coursework, experience, certificate, license, or endorsement on the application.

 

Effective Date:        6/07    SH