Class Code:  00728

 

IOWA DEPARTMENT OF ADMINISTRATIVE SERVICES

HUMAN RESOURCES ENTERPRISE

 

FISCAL & POLICY ANALYST, PRINCIPAL

 

DEFINITION

Performs comprehensive financial analysis, planning and program evaluation, management analysis, and budget preparation and monitoring for state or local government budgets; functions in a leadership capacity of enterprise level projects and processes performed by self-directed work team; performs related work as required.  This job class is for use only by the Department of Administrative Services-State Accounting Enterprise (DAS-SAE), the Department of Management (DOM), and the Iowa Department of Revenue (IDR).

 

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

Assists supervisor by performing such duties as instructing employees, answering questions, distributing and balancing the workload, and checking work; may make suggestions on selection, promotions and reassignments.

Assists a supervisor by undertaking primary responsibility for the successful operation of self directed work teams on enterprise level projects.

Provides financial analysis, management analysis, and operational evaluation relating to budget formulation, program operations, and control of appropriations.

Provides consultative budget and fiscal management service to departments, the Executive Council, the Governor’s office, and the legislature.

Develops budget procedures and instructional manuals to facilitate the state governmental budget process and its computerized support systems.

Directs, coordinates, and supervises computer applications for local government finances.

Participates in the review of state departments or local entities budget and allotment requests based upon appropriations; recommends adoption or modification; prepares guidelines, provides historical information and ensures compliance.

Provides historical and current fiscal data to provide information during the fiscal year by maintaining and organizing data.

Communicates with state departments or local entity heads and fiscal officers to maintain information about activities and problems.

Advises and assists local entities in maintaining adherence to executive policies and legislative intent.

Performs accounting and financial systems analysis including electronic data processing applications for state and/or local budget and fiscal control operations.

Analyzes proposed legislation and policy revisions to assess impact and effect; recommends support, modification or withdrawal based upon the Governor's adopted program plans and financial policies; participates in legislative hearings.

Conducts studies and surveys of methods and procedures; prepares comprehensive reports of planning and management studies to recommend alternative courses of action based upon reports, grant requests, budget requests and conferences with affected state or local officials.

Advises and assists assigned department(s) or local entities 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 entity’s request.

Conducts studies and surveys of 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.

 

COMPETENCIES REQUIRED

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

Knowledge of state or local budget and accounting policies and procedures, including electronic data processing applications to financial systems.

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

Knowledge of the operating programs, functions and objectives of state departments or local entities.

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 present facts and recommendations in a clear, concise, and logical manner, both orally and in writing.

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.  Refrains from dishonest behavior.

Works and communicates with all clients and customers providing quality professional service.

Displays a high level of initiative, effort, attention to detail and commitment by completing assignments efficiently with minimal supervision. 

Follows policy and cooperates with supervisors and aligns behavior with the goals of the organization.

Fosters and facilitates cooperation, pride, trust, and group identity and team spirit throughout the organization.

Exchanges information with individuals or groups effectively by listening and responding appropriately.

 

EDUCATION, EXPERIENCE, AND SPECIAL REQUIREMENTS

Experience equal to eight 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 for each year of the required experience to a maximum substitution of four years;

OR

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

 

 

 

 

 

 

 

SELECTIVE CERTIFICATION

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

 

002       accounting

018       auditing

058       budgeting

061       business administration

218       economics

391       management

534       public administration

 

Applicants wishing to be considered for these positions should be sure to list related course work and experience on the Experience and Special Requirements sections of the application.

 

 

Effective Date:  1/12 BR